PA
JPS

Procyon Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Procyon 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
2020
Q3 		– Sell
-233
Closed -$2K – 1128
2020
Q2 		$2K Hold
233
– – ﹤0.01% 959
2020
Q1 		$2K Hold
233
– – ﹤0.01% 883
2019
Q4 		$2K Buy
+233
New +$2.33K ﹤0.01% 914

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

Procyon Advisors's JPS Position: Q3 2020 in Review

Procyon Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2020, closing a stake of 233 shares — an estimated $2K sold.

Procyon Advisors first reported a position in JPS in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

  • Procyon Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 233 Nuveen Preferred & Income Securities Fund shares in Q3 2020, an estimated $2K.
  • Procyon Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 3 quarters.
  • Procyon Advisors's Nuveen Preferred & Income Securities Fund position peaked at $2K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.