Security National Trust’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Security National Trust’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	-1,500	Closed	-$13K	–	428
2020 Q2	$13K	Hold	1,500	–	–	﹤0.01%	341
2020 Q1	$11K	Hold	1,500	–	–	﹤0.01%	360
2019 Q4	$15K	Hold	1,500	–	–	﹤0.01%	344
2019 Q3	$15K	Hold	1,500	–	–	﹤0.01%	305
2019 Q2	$14K	Hold	1,500	–	–	﹤0.01%	314
2019 Q1	$14K	Hold	1,500	–	–	﹤0.01%	318
2018 Q4	$12K	Hold	1,500	–	–	﹤0.01%	312
2018 Q3	$13K	Hold	1,500	–	–	﹤0.01%	325
2018 Q2	$13K	Hold	1,500	–	–	﹤0.01%	332
2018 Q1	$15K	Hold	1,500	–	–	0.01%	319
2017 Q4	$15K	Hold	1,500	–	–	﹤0.01%	320
2017 Q3	$16K	Hold	1,500	–	–	0.01%	321
2017 Q2	$15K	Hold	1,500	–	–	0.01%	341
2017 Q1	$14K	Hold	1,500	–	–	﹤0.01%	342
2016 Q4	$14K	Hold	1,500	–	–	0.01%	347
2016 Q3	$14K	Buy	+1,500	New	+$14.3K	0.01%	360

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Security National Trust's JPS Position: Q3 2020 in Review

Security National Trust sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2020, closing a stake of 1,500 shares — an estimated $13K sold.

Security National Trust first reported a position in JPS in Q3 2016 and held it in 16 quarters. The position peaked at $16K in Q3 2017. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

Security National Trust reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2020 after selling out during the quarter.
Security National Trust sold 1,500 Nuveen Preferred & Income Securities Fund shares in Q3 2020, an estimated $13K.
Security National Trust first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2016 and held it in 16 quarters.
Security National Trust's Nuveen Preferred & Income Securities Fund position peaked at $16K in Q3 2017.
175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Security National Trust's 13F filing for Q3 2020, filed 10 Nov 2020.