KCPG
JPS

Kavar Capital Partners Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Kavar Capital Partners Group’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
2023
Q4 		– Sell
-10,250
Closed -$63.2K – 171
2023
Q3 		$63.2K Buy
+10,250
New +$65.2K 0.01% 154
2023
Q2 		– Sell
-10,250
Closed -$66.2K – 163
2023
Q1 		$66.2K Buy
+10,250
New +$72.3K 0.01% 160
2022
Q3 		– Sell
-14,250
Closed -$103K – 163
2022
Q2 		$103K Buy
+14,250
New +$109K 0.02% 163

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kavar Capital Partners Group's JPS Position: Q4 2023 in Review

Kavar Capital Partners Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 10,250 shares — an estimated $63.2K sold.

Kavar Capital Partners Group first reported a position in JPS in Q2 2022 and held it in 3 quarters. The position peaked at $103K in Q2 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Kavar Capital Partners Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Kavar Capital Partners Group sold 10,250 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $63.2K.
  • Kavar Capital Partners Group first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2022 and held it in 3 quarters.
  • Kavar Capital Partners Group's Nuveen Preferred & Income Securities Fund position peaked at $103K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Kavar Capital Partners Group's 13F filing for Q4 2023, filed 14 Feb 2024.