MFW
JPS

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

Meristem Family 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
Q4 		– Sell
-13,000
Closed -$127K – 439
2021
Q3 		$127K Buy
+13,000
New +$130K 0.01% 409

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meristem Family Wealth's JPS Position: Q4 2021 in Review

Meristem Family Wealth sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021, closing a stake of 13,000 shares — an estimated $127K sold.

Meristem Family Wealth first reported a position in JPS in Q3 2021 and held it in 1 quarter. The position peaked at $127K in Q3 2021. 218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

  • Meristem Family Wealth reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 13,000 Nuveen Preferred & Income Securities Fund shares in Q4 2021, an estimated $127K.
  • Meristem Family Wealth first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2021 and held it in 1 quarter.
  • Meristem Family Wealth's Nuveen Preferred & Income Securities Fund position peaked at $127K in Q3 2021.
  • 218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.