D
JPS

Diversified’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Diversified’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
Q1 		– Sell
-564
Closed -$5K – 347
2020
Q4 		$5K Buy
+564
New +$5.19K ﹤0.01% 319

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Diversified's JPS Position: Q1 2021 in Review

Diversified sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2021, closing a stake of 564 shares — an estimated $5K sold.

Diversified first reported a position in JPS in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 190 funds tracked by Wall St. Rank hold JPS as of Q1 2021.

  • Diversified reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2021 after selling out during the quarter.
  • Diversified sold 564 Nuveen Preferred & Income Securities Fund shares in Q1 2021, an estimated $5K.
  • Diversified first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and held it in 1 quarter.
  • Diversified's Nuveen Preferred & Income Securities Fund position peaked at $5K in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.