DOA
JPS

D'Orazio & Associates’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

D'Orazio & Associates’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
-1,150
Closed -$11K – 750
2021
Q3 		$11K Buy
+1,150
New +$11.5K ﹤0.01% 523

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

D'Orazio & Associates's JPS Position: Q4 2021 in Review

D'Orazio & Associates sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021, closing a stake of 1,150 shares — an estimated $11K sold.

D'Orazio & Associates first reported a position in JPS in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

  • D'Orazio & Associates reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 1,150 Nuveen Preferred & Income Securities Fund shares in Q4 2021, an estimated $11K.
  • D'Orazio & Associates first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Nuveen Preferred & Income Securities Fund position peaked at $11K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.