TWA
JPS

TCI Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

TCI Wealth Advisors’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
2023
Q4 		– Sell
-19,875
Closed -$123K – 214
2023
Q3 		$123K Buy
+19,875
New +$126K 0.02% 190
2021
Q3 		– Sell
-200
Closed -$2K – 2627
2021
Q2 		$2K Buy
+200
New +$1.97K ﹤0.01% 2136
2017
Q1 		– Sell
-976
Closed -$9K – 1405
2016
Q4 		$9K Buy
+976
New +$8.84K ﹤0.01% 656

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TCI Wealth Advisors's JPS Position: Q4 2023 in Review

TCI Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 19,875 shares — an estimated $123K sold.

TCI Wealth Advisors first reported a position in JPS in Q4 2016 and held it in 3 quarters. The position peaked at $123K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • TCI Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 19,875 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $123K.
  • TCI Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2016 and held it in 3 quarters.
  • TCI Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $123K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on TCI Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.