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PMFA
JPS
Plante Moran Financial Advisors’s
Nuveen Preferred & Income Securities Fund
JPS
Stock Holding History
Plante Moran Financial Advisors’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
Q1
–
Hold
0
–
–
–
1171
2020
Q4
–
Hold
0
–
–
–
1058
2020
Q1
–
Sell
-28,441
Closed
-$285K
–
875
2019
Q4
$285K
Buy
+28,441
New
+$285K
0.1%
120
2014
Q3
–
Sell
-1,510
Closed
-$14K
–
868
2014
Q2
$14K
Buy
+1,510
New
+$13.4K
0.01%
449
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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