Comprehensive Financial Consultants Institutional’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Comprehensive Financial Consultants Institutional’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	-4,000	Closed	-$34K	–	524
2021 Q4	$34K	Buy	+4,000	New	+$38.6K	0.02%	265

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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 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 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

Comprehensive Financial Consultants Institutional's JPS Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2022, closing a stake of 4,000 shares — an estimated $34K sold.

Comprehensive Financial Consultants Institutional first reported a position in JPS in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 4,000 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $34K.
Comprehensive Financial Consultants Institutional first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Nuveen Preferred & Income Securities Fund position peaked at $34K in Q4 2021.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.