OLVIG
JPS

Oliver Lagore Vanvalin Investment Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Oliver Lagore Vanvalin Investment 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
-2,000
Closed -$12.3K – 894
2023
Q3 		$12.3K Hold
2,000
– – ﹤0.01% 407
2023
Q2 		$12.8K Hold
2,000
– – ﹤0.01% 430
2023
Q1 		$12.9K Hold
2,000
– – 0.01% 350
2022
Q4 		$13.6K Buy
+2,000
New +$13.6K 0.01% 328

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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JPS Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 2,000 shares — an estimated $12.3K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in JPS in Q4 2022 and held it in 4 quarters. The position peaked at $13.6K in Q4 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 2,000 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $12.3K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's Nuveen Preferred & Income Securities Fund position peaked at $13.6K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.