SIG
JPS

Stonegate Investment Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Stonegate Investment 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
2022
Q2 		– Sell
-10,850
Closed -$91K – 346
2022
Q1 		$91K Sell
10,850
-90
-0.8% -$791 ﹤0.01% 257
2021
Q4 		$106K Buy
+10,940
New +$105K ﹤0.01% 255

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stonegate Investment Group's JPS Position: Q2 2022 in Review

Stonegate Investment Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2022, closing a stake of 10,850 shares — an estimated $91K sold.

Stonegate Investment Group first reported a position in JPS in Q4 2021 and held it in 2 quarters. The position peaked at $106K in Q4 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q2 2022.

  • Stonegate Investment Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2022 after selling out during the quarter.
  • Stonegate Investment Group sold 10,850 Nuveen Preferred & Income Securities Fund shares in Q2 2022, an estimated $91K.
  • Stonegate Investment Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 2 quarters.
  • Stonegate Investment Group's Nuveen Preferred & Income Securities Fund position peaked at $106K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2022.

Based on Stonegate Investment Group's 13F filing for Q2 2022, filed 9 Aug 2022.