Cambridge Investment Research Advisors
JPS

Cambridge Investment Research Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Cambridge Investment Research Advisors’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
2023
Q4 		– Sell
-375,237
Closed -$2.31M – 3345
2023
Q3 		$2.31M Buy
375,237
+15,595
+4% +$99.2K 0.01% 1049
2023
Q2 		$2.29M Sell
359,642
-3,680
-1% -$23.3K 0.01% 1087
2023
Q1 		$2.35M Buy
363,322
+6,095
+2% +$43K 0.01% 1045
2022
Q4 		$2.43M Buy
357,227
+30,468
+9% +$208K 0.01% 975
2022
Q3 		$2.15M Sell
326,759
-7,618
-2% -$56.1K 0.01% 989
2022
Q2 		$2.43M Buy
334,377
+27,543
+9% +$210K 0.01% 959
2022
Q1 		$2.58M Buy
306,834
+43,827
+17% +$385K 0.01% 994
2021
Q4 		$2.56M Buy
263,007
+20,721
+9% +$200K 0.01% 1011
2021
Q3 		$2.37M Buy
242,286
+4,525
+2% +$45.2K 0.01% 997
2021
Q2 		$2.37M Sell
237,761
-3,464
-1% -$34.1K 0.01% 1015
2021
Q1 		$2.35M Sell
241,225
-904
-0.4% -$8.52K 0.01% 935
2020
Q4 		$2.36M Buy
242,129
+19,897
+9% +$183K 0.01% 842
2020
Q3 		$1.96M Sell
222,232
-27,359
-11% -$244K 0.01% 815
2020
Q2 		$2.11M Sell
249,591
-37,853
-13% -$306K 0.02% 750
2020
Q1 		$2.09M Buy
287,444
+27,193
+10% +$252K 0.02% 646
2019
Q4 		$2.61M Sell
260,251
-157,345
-38% -$1.58M 0.02% 674
2019
Q3 		$4.11M Buy
417,596
+58,679
+16% +$570K 0.04% 498
2019
Q2 		$3.41M Sell
358,917
-25,499
-7% -$237K 0.03% 531
2019
Q1 		$3.46M Sell
384,416
-114,790
-23% -$1.02M 0.03% 504
2018
Q4 		$4.13M Sell
499,206
-72,807
-13% -$603K 0.05% 382
2018
Q3 		$5.03M Buy
572,013
+11,712
+2% +$104K 0.05% 370
2018
Q2 		$4.94M Buy
560,301
+123,712
+28% +$1.16M 0.05% 334
2018
Q1 		$4.27M Buy
436,589
+23,818
+6% +$229K 0.05% 365
2017
Q4 		$4.21M Buy
412,771
+8,942
+2% +$92.2K 0.05% 350
2017
Q3 		$4.2M Buy
403,829
+10,355
+3% +$106K 0.06% 313
2017
Q2 		$4.03M Buy
393,474
+39,434
+11% +$393K 0.06% 306
2017
Q1 		$3.38M Sell
354,040
-15,597
-4% -$148K 0.06% 312
2016
Q4 		$3.44M Sell
369,637
-160,303
-30% -$1.45M 0.06% 279
2016
Q3 		$5.08M Buy
529,940
+110,128
+26% +$1.05M 0.09% 200
2016
Q2 		$3.88M Buy
419,812
+297,394
+243% +$2.71M 0.08% 230
2016
Q1 		$1.1M Buy
122,418
+13,217
+12% +$118K 0.02% 530
2015
Q4 		$995K Sell
109,201
-1,947
-2% -$17.6K 0.02% 545
2015
Q3 		$973K Buy
111,148
+84,363
+315% +$759K 0.03% 487
2015
Q2 		$227K Sell
26,785
-52,575
-66% -$470K 0.01% 1207
2015
Q1 		$727K Buy
79,360
+23,042
+41% +$213K 0.02% 629
2014
Q4 		$501K Buy
56,318
+22,955
+69% +$207K 0.02% 779
2014
Q3 		$291K Buy
33,363
+7,313
+28% +$65.5K 0.01% 1109
2014
Q2 		$235K Buy
+26,050
New +$232K 0.01% 1121
2013
Q4 		– Sell
-14,251
Closed -$116K – 1288
2013
Q3 		$116K Sell
14,251
-14,139
-50% -$117K 0.01% 1123
2013
Q2 		$247K Buy
+28,390
New +$264K 0.01% 844

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Cambridge Investment Research Advisors's JPS Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 375,237 shares — an estimated $2.31M sold.

Cambridge Investment Research Advisors first reported a position in JPS in Q2 2013 and held it in 40 quarters. The position peaked at $5.08M in Q3 2016. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 375,237 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $2.31M.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 40 quarters.
  • Cambridge Investment Research Advisors's Nuveen Preferred & Income Securities Fund position peaked at $5.08M in Q3 2016.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.