SeaCrest Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-2,801	Closed	-$20K	–	1607
2022 Q2	$20K	Buy	+2,801	New	+$21.4K	﹤0.01%	1488
2021 Q1	–	Sell	-11,978	Closed	-$117K	–	688
2020 Q4	$117K	Sell	11,978 -1,291	-10%	-$11.9K	0.02%	603
2020 Q3	$117K	Sell	13,269 -1,147	-8%	-$10.2K	0.02%	558
2020 Q2	$122K	Buy	14,416 +1,800	+14%	+$14.6K	0.02%	524
2020 Q1	$92K	Sell	12,616 -178	-1%	-$1.65K	0.02%	484
2019 Q4	$128K	Sell	12,794 -6,367	-33%	-$63.8K	0.02%	536
2019 Q3	$189K	Sell	19,161 -452	-2%	-$4.39K	0.04%	498
2019 Q2	$186K	Sell	19,613 -3,000	-13%	-$27.9K	0.04%	471
2019 Q1	$204K	Hold	22,613	–	–	0.04%	456
2018 Q4	$187K	Sell	22,613 -7,480	-25%	-$61.9K	0.04%	440
2018 Q3	$265K	Sell	30,093 -538	-2%	-$4.76K	0.04%	425
2018 Q2	$270K	Sell	30,631 -936	-3%	-$8.79K	0.05%	402
2018 Q1	$309K	Sell	31,567 -1,129	-3%	-$10.8K	0.06%	361
2017 Q4	$333K	Buy	+32,696	New	+$337K	0.06%	345

Other funds holding JPS

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

RCM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PCM

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

SeaCrest Wealth Management's JPS Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2022, closing a stake of 2,801 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in JPS in Q4 2017 and held it in 14 quarters. The position peaked at $333K in Q4 2017. 206 funds tracked by Wall St. Rank hold JPS as of Q3 2022.

SeaCrest Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,801 Nuveen Preferred & Income Securities Fund shares in Q3 2022, an estimated $20K.
SeaCrest Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 14 quarters.
SeaCrest Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $333K in Q4 2017.
206 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.