BWM
JPS

BNC Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

BNC Wealth Management’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,237
Closed -$100K – 145
2021
Q4 		$100K Buy
+10,237
New +$98.7K 0.05% 124
2020
Q4 		– Sell
-5,990
Closed -$53K – 497
2020
Q3 		$53K Buy
+5,990
New +$53.3K 0.04% 166

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BNC Wealth Management's JPS Position: Q1 2022 in Review

BNC Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2022, closing a stake of 10,237 shares — an estimated $100K sold.

BNC Wealth Management first reported a position in JPS in Q3 2020 and held it in 2 quarters. The position peaked at $100K in Q4 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

  • BNC Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2022 after selling out during the quarter.
  • BNC Wealth Management sold 10,237 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $100K.
  • BNC Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2020 and held it in 2 quarters.
  • BNC Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $100K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on BNC Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.