Dynamic Advisor Solutions’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Dynamic Advisor 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
2021 Q1	–	Sell	-13,404	Closed	-$130K	–	792
2020 Q4	$130K	Sell	13,404 -1,300	-9%	-$12K	0.01%	636
2020 Q3	$130K	Hold	14,704	–	–	0.01%	564
2020 Q2	$124K	Hold	14,704	–	–	0.02%	518
2020 Q1	$107K	Sell	14,704 -1,300	-8%	-$12K	0.02%	451
2019 Q4	$161K	Sell	16,004 -800	-5%	-$8.02K	0.02%	524
2019 Q3	$166K	Hold	16,804	–	–	0.03%	479
2019 Q2	$160K	Buy	16,804 +6,190	+58%	+$57.5K	0.03%	473
2019 Q1	$96K	Sell	10,614 -2,330	-18%	-$20.7K	0.02%	413
2018 Q4	$116K	Hold	12,944	–	–	0.02%	380
2018 Q3	$114K	Hold	12,944	–	–	0.02%	398
2018 Q2	$114K	Buy	12,944 +1,000	+8%	+$9.39K	0.03%	399
2018 Q1	$117K	Buy	+11,944	New	+$115K	0.03%	355

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Dynamic Advisor Solutions's JPS Position: Q1 2021 in Review

Dynamic Advisor Solutions sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2021, closing a stake of 13,404 shares — an estimated $130K sold.

Dynamic Advisor Solutions first reported a position in JPS in Q1 2018 and held it in 12 quarters. The position peaked at $166K in Q3 2019. 190 funds tracked by Wall St. Rank hold JPS as of Q1 2021.

Dynamic Advisor Solutions reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 13,404 Nuveen Preferred & Income Securities Fund shares in Q1 2021, an estimated $130K.
Dynamic Advisor Solutions first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2018 and held it in 12 quarters.
Dynamic Advisor Solutions's Nuveen Preferred & Income Securities Fund position peaked at $166K in Q3 2019.
190 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2021, filed 27 Apr 2021.