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

Ranch Capital 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 Q4	–	Sell	-5,641	Closed	-$55K	–	636
2021 Q3	$55K	Hold	5,641	–	–	0.03%	262
2021 Q2	$56K	Hold	5,641	–	–	0.03%	289
2021 Q1	$54K	Sell	5,641 -1,710	-23%	-$16.1K	0.04%	281
2020 Q4	$71K	Hold	7,351	–	–	0.05%	249
2020 Q3	$64K	Hold	7,351	–	–	0.05%	247
2020 Q2	$67K	Buy	7,351 +3,420	+87%	+$27.7K	0.05%	254
2020 Q1	$28K	Hold	3,931	–	–	0.03%	378
2019 Q4	$39K	Buy	+3,931	New	+$39.4K	0.03%	384

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ranch Capital Advisors's JPS Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2021, closing a stake of 5,641 shares — an estimated $55K sold.

Ranch Capital Advisors first reported a position in JPS in Q4 2019 and held it in 8 quarters. The position peaked at $71K in Q4 2020. 218 funds tracked by Wall St. Rank hold JPS as of Q4 2021.

Ranch Capital Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 5,641 Nuveen Preferred & Income Securities Fund shares in Q4 2021, an estimated $55K.
Ranch Capital Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 8 quarters.
Ranch Capital Advisors's Nuveen Preferred & Income Securities Fund position peaked at $71K in Q4 2020.
218 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.