MSFP
JPS

Mark Sheptoff Financial Planning’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-466
Closed -$3K – 401
2022
Q2 		$3K Hold
466
– – ﹤0.01% 330
2022
Q1 		$4K Hold
466
– – ﹤0.01% 359
2021
Q4 		$5K Buy
+466
New +$4.49K ﹤0.01% 371

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's JPS Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2022, closing a stake of 466 shares — an estimated $3K sold.

Mark Sheptoff Financial Planning first reported a position in JPS in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

  • Mark Sheptoff Financial Planning reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 466 Nuveen Preferred & Income Securities Fund shares in Q3 2022, an estimated $3K.
  • Mark Sheptoff Financial Planning first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 3 quarters.
  • Mark Sheptoff Financial Planning's Nuveen Preferred & Income Securities Fund position peaked at $5K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.