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

Newbridge Financial Services 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
2021 Q3	–	Sell	-66,048	Closed	-$658K	–	1648
2021 Q2	$658K	Buy	66,048 +14,910	+29%	+$147K	0.4%	48
2021 Q1	$497K	Buy	51,138 +6,660	+15%	+$62.7K	0.37%	61
2020 Q4	$433K	Buy	44,478 +5,096	+13%	+$46.9K	0.36%	63
2020 Q3	$347K	Buy	+39,382	New	+$351K	0.34%	68

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Newbridge Financial Services Group's JPS Position: Q3 2021 in Review

Newbridge Financial Services Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2021, closing a stake of 66,048 shares — an estimated $658K sold.

Newbridge Financial Services Group first reported a position in JPS in Q3 2020 and held it in 4 quarters. The position peaked at $658K in Q2 2021. 192 funds tracked by Wall St. Rank hold JPS as of Q3 2021.

Newbridge Financial Services Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2021 after selling out during the quarter.
Newbridge Financial Services Group sold 66,048 Nuveen Preferred & Income Securities Fund shares in Q3 2021, an estimated $658K.
Newbridge Financial Services Group first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2020 and held it in 4 quarters.
Newbridge Financial Services Group's Nuveen Preferred & Income Securities Fund position peaked at $658K in Q2 2021.
192 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2021.

Based on Newbridge Financial Services Group's 13F filing for Q3 2021, filed 27 Oct 2021.