Simplicity Solutions’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Simplicity Solutions’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	-66,712	Closed	-$564K	–	967
2020 Q2	$564K	Buy	66,712 +16,238	+32%	+$131K	0.01%	614
2020 Q1	$366K	Sell	50,474 -31,195	-38%	-$289K	0.01%	567
2019 Q4	$819K	Buy	81,669 +50,125	+159%	+$502K	0.02%	430
2019 Q3	$311K	Buy	+31,544	New	+$306K	0.01%	539
2019 Q1	–	Sell	-12,407	Closed	-$103K	–	815
2018 Q4	$103K	Buy	+12,407	New	+$103K	0.01%	590
2018 Q1	–	Sell	-10,000	Closed	-$102K	–	410
2017 Q4	$102K	Buy	+10,000	New	+$103K	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

Simplicity Solutions's JPS Position: Q3 2020 in Review

Simplicity Solutions sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2020, closing a stake of 66,712 shares — an estimated $564K sold.

Simplicity Solutions first reported a position in JPS in Q4 2017 and held it in 6 quarters. The position peaked at $819K in Q4 2019. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

Simplicity Solutions reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2020 after selling out during the quarter.
Simplicity Solutions sold 66,712 Nuveen Preferred & Income Securities Fund shares in Q3 2020, an estimated $564K.
Simplicity Solutions first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 6 quarters.
Simplicity Solutions's Nuveen Preferred & Income Securities Fund position peaked at $819K in Q4 2019.
175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Simplicity Solutions's 13F filing for Q3 2020, filed 4 Nov 2020.