CHA
JPS

Carmichael Hill & Associates’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Carmichael Hill & Associates’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
2020
Q2 		– Sell
-1,102
Closed -$8K – 737
2020
Q1 		$8K Hold
1,102
– – 0.01% 494
2019
Q4 		$11K Buy
+1,102
New +$11K 0.01% 481

Other funds holding JPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Carmichael Hill & Associates's JPS Position: Q2 2020 in Review

Carmichael Hill & Associates sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2020, closing a stake of 1,102 shares — an estimated $8K sold.

Carmichael Hill & Associates first reported a position in JPS in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q4 2019. 180 funds tracked by Wall St. Rank hold JPS as of Q2 2020.

  • Carmichael Hill & Associates reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 1,102 Nuveen Preferred & Income Securities Fund shares in Q2 2020, an estimated $8K.
  • Carmichael Hill & Associates first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 2 quarters.
  • Carmichael Hill & Associates's Nuveen Preferred & Income Securities Fund position peaked at $11K in Q4 2019.
  • 180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2020.

Based on Carmichael Hill & Associates's 13F filing for Q2 2020, filed 5 Aug 2020.