NFG
JPS

Nations Financial Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Nations Financial Group’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
-16,796
Closed -$104K – 652
2023
Q3 		$104K Buy
16,796
+1,490
+10% +$9.48K 0.01% 600
2023
Q2 		$97.7K Sell
15,306
-1,414
-8% -$8.95K 0.01% 601
2023
Q1 		$108K Sell
16,720
-300
-2% -$2.12K 0.01% 599
2022
Q4 		$116K Buy
+17,020
New +$116K 0.01% 582

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 $9.54B AUM 19.86% 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

Nations Financial Group's JPS Position: Q4 2023 in Review

Nations Financial Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 16,796 shares — an estimated $104K sold.

Nations Financial Group first reported a position in JPS in Q4 2022 and held it in 4 quarters. The position peaked at $116K in Q4 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Nations Financial Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Nations Financial Group sold 16,796 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $104K.
  • Nations Financial Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 4 quarters.
  • Nations Financial Group's Nuveen Preferred & Income Securities Fund position peaked at $116K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Nations Financial Group's 13F filing for Q4 2023, filed 9 Feb 2024.