Kovitz Investment Group Partners
JPS

Kovitz Investment Group Partners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Kovitz Investment Group Partners’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
2019
Q4 		– Sell
-12,000
Closed -$118K – 379
2019
Q3 		$118K Buy
+12,000
New +$117K ﹤0.01% 355

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Kovitz Investment Group Partners's JPS Position: Q4 2019 in Review

Kovitz Investment Group Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2019, closing a stake of 12,000 shares — an estimated $118K sold.

Kovitz Investment Group Partners first reported a position in JPS in Q3 2019 and held it in 1 quarter. The position peaked at $118K in Q3 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q4 2019.

  • Kovitz Investment Group Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 12,000 Nuveen Preferred & Income Securities Fund shares in Q4 2019, an estimated $118K.
  • Kovitz Investment Group Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2019 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Nuveen Preferred & Income Securities Fund position peaked at $118K in Q3 2019.
  • 195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2019, filed 13 Feb 2020.