CAS
JPS

Coppell Advisory Solutions’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Coppell Advisory Solutions’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
-125
Closed -$850 – 1901
2023
Q3 		$850 Hold
125
– – ﹤0.01% 951
2023
Q2 		$794 Buy
+125
New +$792 ﹤0.01% 1173
2023
Q1 		– Sell
-125
Closed -$850 – 1174
2022
Q4 		$850 Buy
+125
New +$852 ﹤0.01% 952

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 $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Coppell Advisory Solutions's JPS Position: Q4 2023 in Review

Coppell Advisory Solutions sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 125 shares — an estimated $850 sold.

Coppell Advisory Solutions first reported a position in JPS in Q4 2022 and held it in 3 quarters. The position peaked at $850 in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Coppell Advisory Solutions reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 125 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $850.
  • Coppell Advisory Solutions first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 3 quarters.
  • Coppell Advisory Solutions's Nuveen Preferred & Income Securities Fund position peaked at $850 in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Coppell Advisory Solutions's 13F filing for Q4 2023, filed 14 Feb 2024.