CPC
JPS

Consolidated Planning Corp’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-213
Closed -$2K – 490
2021
Q3 		$2K Buy
+213
New +$2.13K ﹤0.01% 424

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BI
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Morgan Stanley
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PPA
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Commonwealth Equity Services
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Consolidated Planning Corp's JPS Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021, closing a stake of 213 shares — an estimated $2K sold.

Consolidated Planning Corp first reported a position in JPS in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 213 Nuveen Preferred & Income Securities Fund shares in Q4 2021, an estimated $2K.
  • Consolidated Planning Corp first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Nuveen Preferred & Income Securities Fund position peaked at $2K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.