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

Newman & Schimel’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
2022 Q4	–	Sell	-13,930	Closed	-$92K	–	54
2022 Q3	$92K	Hold	13,930	–	–	0.05%	44
2022 Q2	$101K	Sell	13,930 -5,680	-29%	-$43.3K	0.05%	46
2022 Q1	$165K	Hold	19,610	–	–	0.11%	45
2021 Q4	$191K	Hold	19,610	–	–	0.11%	49
2021 Q3	$192K	Hold	19,610	–	–	0.12%	45
2021 Q2	$195K	Hold	19,610	–	–	0.12%	44
2021 Q1	$191K	Buy	+19,610	New	+$185K	0.13%	46

Other funds holding JPS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

SIA

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

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

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Newman & Schimel's JPS Position: Q4 2022 in Review

Newman & Schimel sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 13,930 shares — an estimated $92K sold.

Newman & Schimel first reported a position in JPS in Q1 2021 and held it in 7 quarters. The position peaked at $195K in Q2 2021. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

Newman & Schimel reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
Newman & Schimel sold 13,930 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $92K.
Newman & Schimel first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2021 and held it in 7 quarters.
Newman & Schimel's Nuveen Preferred & Income Securities Fund position peaked at $195K in Q2 2021.
223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.