NS
JPS

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

NBC Securities’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
-5,000
Closed -$30K – 2266
2023
Q3 		$30K Buy
+5,000
New +$31.8K ﹤0.01% 1293

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

NBC Securities's JPS Position: Q4 2023 in Review

NBC Securities sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 5,000 shares — an estimated $30K sold.

NBC Securities first reported a position in JPS in Q3 2023 and held it in 1 quarter. The position peaked at $30K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • NBC Securities reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • NBC Securities sold 5,000 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $30K.
  • NBC Securities first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2023 and held it in 1 quarter.
  • NBC Securities's Nuveen Preferred & Income Securities Fund position peaked at $30K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.