Romano Brothers & Co’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Romano Brothers & Co’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 Q1	–	Sell	-3,900	Closed	-$26.5K	–	1033
2022 Q4	$26.5K	Buy	+3,900	New	+$26.6K	﹤0.01%	575

Other funds holding JPS

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Romano Brothers & Co's JPS Position: Q1 2023 in Review

Romano Brothers & Co sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 3,900 shares — an estimated $26.5K sold.

Romano Brothers & Co first reported a position in JPS in Q4 2022 and held it in 1 quarter. The position peaked at $26.5K in Q4 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

Romano Brothers & Co reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 3,900 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $26.5K.
Romano Brothers & Co first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's Nuveen Preferred & Income Securities Fund position peaked at $26.5K in Q4 2022.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.