Lincoln National Corp’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Lincoln National Corp’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
2020 Q3	–	Sell	-12,018	Closed	-$101K	–	719
2020 Q2	$101K	Sell	12,018 -3,022	-20%	-$24.4K	﹤0.01%	625
2020 Q1	$109K	Buy	+15,040	New	+$139K	﹤0.01%	561
2019 Q1	–	Sell	-10,119	Closed	-$83K	–	544
2018 Q4	$83K	Buy	+10,119	New	+$83.8K	﹤0.01%	458
2018 Q1	–	Sell	-14,212	Closed	-$145K	–	639
2017 Q4	$145K	Buy	+14,212	New	+$146K	﹤0.01%	610

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lincoln National Corp's JPS Position: Q3 2020 in Review

Lincoln National Corp sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2020, closing a stake of 12,018 shares — an estimated $101K sold.

Lincoln National Corp first reported a position in JPS in Q4 2017 and held it in 4 quarters. The position peaked at $145K in Q4 2017. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

Lincoln National Corp reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2020 after selling out during the quarter.
Lincoln National Corp sold 12,018 Nuveen Preferred & Income Securities Fund shares in Q3 2020, an estimated $101K.
Lincoln National Corp first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 4 quarters.
Lincoln National Corp's Nuveen Preferred & Income Securities Fund position peaked at $145K in Q4 2017.
175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Lincoln National Corp's 13F filing for Q3 2020, filed 9 Nov 2020.