Danda Trouve Investment Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Danda Trouve Investment Management’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 Q3	$116K	Buy	17,685 +59	+0.3%	+$434	0.21%	27
2022 Q2	$128K	Buy	17,626 +58	+0.3%	+$443	0.2%	28
2022 Q1	$148K	Buy	17,568 +8,372	+91%	+$73.5K	0.19%	30
2021 Q4	$89K	Buy	9,196 +103	+1%	+$993	0.1%	48
2021 Q3	$89K	Sell	9,093 -4,838	-35%	-$48.3K	0.11%	47
2021 Q2	$139K	Buy	13,931 +163	+1%	+$1.6K	0.17%	41
2021 Q1	$134K	Buy	13,768 +3,416	+33%	+$32.2K	0.17%	41
2020 Q4	$101K	Buy	10,352 +172	+2%	+$1.58K	0.12%	48
2020 Q3	$90K	Sell	10,180 -248,388	-96%	-$2.21M	0.12%	44
2020 Q2	$2.19M	Buy	258,568 +2,413	+0.9%	+$19.5K	3.3%	11
2020 Q1	$1.86M	Sell	256,155 -4,306	-2%	-$39.9K	3.86%	9
2019 Q4	$2.61M	Buy	+260,461	New	+$2.61M	3.76%	9

Other funds holding JPS

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Danda Trouve Investment Management's JPS Position: Q3 2022 in Review

Danda Trouve Investment Management increased its Nuveen Preferred & Income Securities Fund (JPS) stake by 0.33% in Q3 2022, buying an estimated $434 and bringing the position to 17,685 shares worth $116K. The position accounts for 0.21% of the portfolio, ranked #27.

Danda Trouve Investment Management first reported a position in JPS in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.61M in Q4 2019. 206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

Danda Trouve Investment Management held 17,685 shares of Nuveen Preferred & Income Securities Fund worth $116K as of Q3 2022.
Danda Trouve Investment Management bought 59 Nuveen Preferred & Income Securities Fund shares in Q3 2022, an estimated $434.
Nuveen Preferred & Income Securities Fund made up 0.21% of Danda Trouve Investment Management's portfolio in Q3 2022, its #27 holding.
Danda Trouve Investment Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Nuveen Preferred & Income Securities Fund position peaked at $2.61M in Q4 2019.
206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.