MSH Capital Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

MSH Capital Advisors’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	-48,079	Closed	-$297K	–	233
2023 Q3	$297K	Hold	48,079	–	–	0.12%	170
2023 Q2	$307K	Hold	48,079	–	–	0.11%	172
2023 Q1	$311K	Hold	48,079	–	–	0.13%	155
2022 Q4	$327K	Sell	48,079 -2,280	-5%	-$15.5K	0.15%	140
2022 Q3	$331K	Buy	50,359 +350	+0.7%	+$2.58K	0.16%	128
2022 Q2	$363K	Buy	50,009 +3,087	+7%	+$23.6K	0.17%	127
2022 Q1	$394K	Buy	46,922 +5,168	+12%	+$45.4K	0.16%	132
2021 Q4	$406K	Buy	+41,754	New	+$403K	0.18%	120

Other funds holding JPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

MSH Capital Advisors's JPS Position: Q4 2023 in Review

MSH Capital Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 48,079 shares — an estimated $297K sold.

MSH Capital Advisors first reported a position in JPS in Q4 2021 and held it in 8 quarters. The position peaked at $406K in Q4 2021. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

MSH Capital Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
MSH Capital Advisors sold 48,079 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $297K.
MSH Capital Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 8 quarters.
MSH Capital Advisors's Nuveen Preferred & Income Securities Fund position peaked at $406K in Q4 2021.
5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on MSH Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2025.