MOS
JPS

MGO One Seven’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

MGO One Seven’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
2023
Q4 		– Sell
-14,429
Closed -$89K – 967
2023
Q3 		$89K Buy
14,429
+1,644
+13% +$10.5K 0.01% 805
2023
Q2 		$81.6K Buy
+12,785
New +$81K 0.01% 769
2019
Q1 		– Sell
-4,964
Closed -$41K – 1755
2018
Q4 		$41K Buy
+4,964
New +$41.1K 0.02% 687
2018
Q1 		$37K Buy
3,742
+2,614
+232% +$25.1K 0.02% 687
2017
Q4 		$12K Buy
+1,128
New +$11.6K 0.01% 1048

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MGO One Seven's JPS Position: Q4 2023 in Review

MGO One Seven sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 14,429 shares — an estimated $89K sold.

MGO One Seven first reported a position in JPS in Q4 2017 and held it in 5 quarters. The position peaked at $89K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • MGO One Seven reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • MGO One Seven sold 14,429 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $89K.
  • MGO One Seven first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 5 quarters.
  • MGO One Seven's Nuveen Preferred & Income Securities Fund position peaked at $89K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on MGO One Seven's 13F filing for Q4 2023, filed 14 Feb 2024.