Kings Point Capital Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Kings Point Capital 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
2022 Q1	$17K	Hold	2,000	–	–	﹤0.01%	508
2021 Q4	$19K	Hold	2,000	–	–	﹤0.01%	557
2021 Q3	$20K	Hold	2,000	–	–	﹤0.01%	494
2021 Q2	$20K	Hold	2,000	–	–	﹤0.01%	467
2021 Q1	$19K	Hold	2,000	–	–	﹤0.01%	461
2020 Q4	$19K	Hold	2,000	–	–	﹤0.01%	425
2020 Q3	$18K	Hold	2,000	–	–	﹤0.01%	425
2020 Q2	$17K	Hold	2,000	–	–	﹤0.01%	388
2020 Q1	$15K	Hold	2,000	–	–	﹤0.01%	411
2019 Q4	$20K	Hold	2,000	–	–	﹤0.01%	422
2019 Q3	$20K	Hold	2,000	–	–	﹤0.01%	400
2019 Q2	$19K	Buy	+2,000	New	+$18.6K	﹤0.01%	360

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Kings Point Capital Management's JPS Position: Q1 2022 in Review

Kings Point Capital Management held its Nuveen Preferred & Income Securities Fund (JPS) position steady in Q1 2022 at 2,000 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Kings Point Capital Management first reported a position in JPS in Q2 2019 and has held it in 12 quarters since. The position peaked at $20K in Q3 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

Kings Point Capital Management held 2,000 shares of Nuveen Preferred & Income Securities Fund worth $17K as of Q1 2022.
Kings Point Capital Management left its Nuveen Preferred & Income Securities Fund share count unchanged in Q1 2022.
Nuveen Preferred & Income Securities Fund made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #508 holding.
Kings Point Capital Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2019 and has held it in 12 quarters since.
Kings Point Capital Management's Nuveen Preferred & Income Securities Fund position peaked at $20K in Q3 2021.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.