T
JPS

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

TCWP’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
-2,695
Closed -$22K – 1897
2022
Q1 		$22K Buy
+2,695
New +$23.7K ﹤0.01% 687

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

TCWP's JPS Position: Q2 2022 in Review

TCWP sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2022, closing a stake of 2,695 shares — an estimated $22K sold.

TCWP first reported a position in JPS in Q1 2022 and held it in 1 quarter. The position peaked at $22K in Q1 2022. 217 funds tracked by Wall St. Rank hold JPS as of Q2 2022.

  • TCWP reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 2,695 Nuveen Preferred & Income Securities Fund shares in Q2 2022, an estimated $22K.
  • TCWP first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2022 and held it in 1 quarter.
  • TCWP's Nuveen Preferred & Income Securities Fund position peaked at $22K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.