First Foundation Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

First Foundation Advisors’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 Q4	–	Sell	-10,703	Closed	-$70K	–	422
2022 Q3	$70K	Buy	10,703 +121	+1%	+$890	﹤0.01%	376
2022 Q2	$77K	Hold	10,582	–	–	﹤0.01%	394
2022 Q1	$89K	Sell	10,582 -2,723	-20%	-$23.9K	﹤0.01%	418
2021 Q4	$129K	Sell	13,305 -1,239	-9%	-$11.9K	﹤0.01%	429
2021 Q3	$143K	Sell	14,544 -47,624	-77%	-$476K	0.01%	432
2021 Q2	$619K	Buy	62,168 +4,860	+8%	+$47.8K	0.02%	258
2021 Q1	$557K	Sell	57,308 -24,821	-30%	-$234K	0.02%	255
2020 Q4	$799K	Buy	82,129 +64,086	+355%	+$590K	0.04%	212
2020 Q3	$159K	Buy	18,043 +200	+1%	+$1.78K	0.01%	360
2020 Q2	$151K	Sell	17,843 -2,158	-11%	-$17.5K	0.01%	341
2020 Q1	$145K	Hold	20,001	–	–	0.01%	324
2019 Q4	$201K	Buy	20,001 +2,158	+12%	+$21.6K	0.01%	333
2019 Q3	$176K	Hold	17,843	–	–	0.01%	338
2019 Q2	$170K	Hold	17,843	–	–	0.01%	325
2019 Q1	$161K	Hold	17,843	–	–	0.01%	317
2018 Q4	$148K	Hold	17,843	–	–	0.01%	360
2018 Q3	$157K	Hold	17,843	–	–	0.01%	338
2018 Q2	$157K	Sell	17,843 -10,402	-37%	-$97.7K	0.01%	311
2018 Q1	$276K	Buy	28,245 +165	+0.6%	+$1.58K	0.02%	271
2017 Q4	$286K	Buy	28,080 +150	+0.5%	+$1.55K	0.02%	277
2017 Q3	$291K	Sell	27,930 -250,007	-90%	-$2.56M	0.02%	251
2017 Q2	$2.84M	Buy	277,937 +5,808	+2%	+$57.8K	0.17%	80
2017 Q1	$2.6M	Sell	272,129 -123,471	-31%	-$1.17M	0.16%	87
2016 Q4	$3.68M	Buy	395,600 +84,165	+27%	+$763K	0.24%	76
2016 Q3	$2.99M	Buy	311,435 +57,283	+23%	+$547K	0.21%	77
2016 Q2	$2.35M	Sell	254,152 -51,706	-17%	-$471K	0.17%	88
2016 Q1	$2.75M	Sell	305,858 -99,568	-25%	-$889K	0.2%	76
2015 Q4	$3.69M	Buy	405,426 +100,225	+33%	+$908K	0.25%	73
2015 Q3	$2.67M	Buy	305,201 +34,217	+13%	+$308K	0.22%	73
2015 Q2	$2.29M	Buy	270,984 +77,470	+40%	+$693K	0.18%	75
2015 Q1	$1.77M	Buy	193,514 +101,093	+109%	+$933K	0.15%	79
2014 Q4	$823K	Buy	92,421 +26,788	+41%	+$241K	0.07%	110
2014 Q3	$572K	Buy	65,633 +14,855	+29%	+$133K	0.06%	133
2014 Q2	$459K	Buy	50,778 +24,530	+93%	+$218K	0.05%	135
2014 Q1	$228K	Hold	26,248	–	–	0.03%	164
2013 Q4	$214K	Buy	26,248 +15,666	+148%	+$127K	0.03%	166
2013 Q3	$86K	Hold	10,582	–	–	0.01%	166
2013 Q2	$92K	Buy	+10,582	New	+$98.3K	0.02%	137

Other funds holding JPS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $71.6B AUM 21.08% 1-Year Est. Return

PCM

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

First Foundation Advisors's JPS Position: Q4 2022 in Review

First Foundation Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 10,703 shares — an estimated $70K sold.

First Foundation Advisors first reported a position in JPS in Q2 2013 and held it in 38 quarters. The position peaked at $3.69M in Q4 2015. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

First Foundation Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
First Foundation Advisors sold 10,703 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $70K.
First Foundation Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 38 quarters.
First Foundation Advisors's Nuveen Preferred & Income Securities Fund position peaked at $3.69M in Q4 2015.
223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on First Foundation Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.