OPS
JPS

Orion Portfolio Solutions’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-5,151
Closed -$44K – 2196
2020
Q2 		$44K Hold
5,151
– – ﹤0.01% 740
2020
Q1 		$37K Buy
+5,151
New +$47.7K ﹤0.01% 666

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Orion Portfolio Solutions's JPS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2020, closing a stake of 5,151 shares — an estimated $44K sold.

Orion Portfolio Solutions first reported a position in JPS in Q1 2020 and held it in 2 quarters. The position peaked at $44K in Q2 2020. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 5,151 Nuveen Preferred & Income Securities Fund shares in Q3 2020, an estimated $44K.
  • Orion Portfolio Solutions first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Nuveen Preferred & Income Securities Fund position peaked at $44K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.