LAI
JPS

Legal Advantage Investments’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Legal Advantage Investments’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
-3,656
Closed -$36K – 99
2020
Q4 		$36K Buy
+3,656
New +$33.6K 0.03% 92

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Legal Advantage Investments's JPS Position: Q1 2021 in Review

Legal Advantage Investments sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2021, closing a stake of 3,656 shares — an estimated $36K sold.

Legal Advantage Investments first reported a position in JPS in Q4 2020 and held it in 1 quarter. The position peaked at $36K in Q4 2020. 190 funds tracked by Wall St. Rank hold JPS as of Q1 2021.

  • Legal Advantage Investments reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2021 after selling out during the quarter.
  • Legal Advantage Investments sold 3,656 Nuveen Preferred & Income Securities Fund shares in Q1 2021, an estimated $36K.
  • Legal Advantage Investments first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and held it in 1 quarter.
  • Legal Advantage Investments's Nuveen Preferred & Income Securities Fund position peaked at $36K in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2021.

Based on Legal Advantage Investments's 13F filing for Q1 2021, filed 6 May 2021.