MW
JPS

MBL Wealth’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

MBL Wealth’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 		$97K Hold
10,000
– – 0.03% 153
2020
Q4 		$96K Buy
+10,000
New +$92K 0.04% 123

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 $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MBL Wealth's JPS Position: Q1 2021 in Review

MBL Wealth held its Nuveen Preferred & Income Securities Fund (JPS) position steady in Q1 2021 at 10,000 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #153.

MBL Wealth first reported a position in JPS in Q4 2020 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold JPS as of Q1 2021.

  • MBL Wealth held 10,000 shares of Nuveen Preferred & Income Securities Fund worth $97K as of Q1 2021.
  • MBL Wealth left its Nuveen Preferred & Income Securities Fund share count unchanged in Q1 2021.
  • Nuveen Preferred & Income Securities Fund made up 0.03% of MBL Wealth's portfolio in Q1 2021, its #153 holding.
  • MBL Wealth first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2020 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2021.

Based on MBL Wealth's 13F filing for Q1 2021, filed 27 May 2021.