SAG
JPS

SageView Advisory Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

SageView Advisory Group’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
Q4 		– Sell
-18,596
Closed -$115K – 714
2023
Q3 		$115K Buy
18,596
+72
+0.4% +$458 0.01% 518
2023
Q2 		$118K Buy
+18,524
New +$117K 0.01% 538

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SageView Advisory Group's JPS Position: Q4 2023 in Review

SageView Advisory Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 18,596 shares — an estimated $115K sold.

SageView Advisory Group first reported a position in JPS in Q2 2023 and held it in 2 quarters. The position peaked at $118K in Q2 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • SageView Advisory Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • SageView Advisory Group sold 18,596 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $115K.
  • SageView Advisory Group first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2023 and held it in 2 quarters.
  • SageView Advisory Group's Nuveen Preferred & Income Securities Fund position peaked at $118K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on SageView Advisory Group's 13F filing for Q4 2023, filed 9 Feb 2024.