FSA Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

FSA Wealth 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
2021 Q1	–	Sell	-1,044	Closed	-$10K	–	256
2020 Q4	$10K	Buy	+1,044	New	+$9.61K	0.01%	270
2020 Q3	–	Sell	-1,044	Closed	-$9K	–	384
2020 Q2	$9K	Hold	1,044	–	–	0.01%	280
2020 Q1	$8K	Buy	1,044 +500	+92%	+$4.63K	0.01%	273
2019 Q4	$5K	Buy	+544	New	+$5.45K	﹤0.01%	403

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

FSA Wealth Management's JPS Position: Q1 2021 in Review

FSA Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2021, closing a stake of 1,044 shares — an estimated $10K sold.

FSA Wealth Management first reported a position in JPS in Q4 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 190 funds tracked by Wall St. Rank hold JPS as of Q1 2021.

FSA Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2021 after selling out during the quarter.
FSA Wealth Management sold 1,044 Nuveen Preferred & Income Securities Fund shares in Q1 2021, an estimated $10K.
FSA Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 4 quarters.
FSA Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $10K in Q4 2020.
190 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2021.

Based on FSA Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.