SS
JPS

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

Sunbelt Securities’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
Q1 		– Sell
-15,032
Closed -$136K – 493
2021
Q4 		$136K Sell
15,032
-14,709
-49% -$142K 0.02% 453
2021
Q3 		$295K Hold
29,741
– – 0.05% 352
2021
Q2 		$295K Buy
29,741
+4,510
+18% +$44.4K 0.05% 352
2021
Q1 		$245K Buy
25,231
+47
+0.2% +$443 0.05% 369
2020
Q4 		$245K Buy
25,184
+11,022
+78% +$101K 0.05% 338
2020
Q3 		$125K Buy
14,162
+1,531
+12% +$13.6K 0.03% 313
2020
Q2 		$107K Sell
12,631
-9,898
-44% -$80.1K 0.04% 285
2020
Q1 		$164K Sell
22,529
-52,585
-70% -$487K 0.01% 347
2019
Q4 		$753K Buy
75,114
+46
+0.1% +$461 0.08% 238
2019
Q3 		$739K Buy
+75,068
New +$729K 0.08% 226

Other funds holding JPS

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Sunbelt Securities's JPS Position: Q1 2022 in Review

Sunbelt Securities sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2022, closing a stake of 15,032 shares — an estimated $136K sold.

Sunbelt Securities first reported a position in JPS in Q3 2019 and held it in 10 quarters. The position peaked at $753K in Q4 2019. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

  • Sunbelt Securities reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2022 after selling out during the quarter.
  • Sunbelt Securities sold 15,032 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $136K.
  • Sunbelt Securities first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2019 and held it in 10 quarters.
  • Sunbelt Securities's Nuveen Preferred & Income Securities Fund position peaked at $753K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Sunbelt Securities's 13F filing for Q1 2022, filed 16 May 2022.