TIAA Trust, National Association
JPS

TIAA Trust, National Association’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

TIAA Trust, National Association’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
-10,520
Closed -$64.9K – 611
2023
Q3 		$64.9K Buy
+10,520
New +$66.9K ﹤0.01% 572

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 $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TIAA Trust, National Association's JPS Position: Q4 2023 in Review

TIAA Trust, National Association sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 10,520 shares — an estimated $64.9K sold.

TIAA Trust, National Association first reported a position in JPS in Q3 2023 and held it in 1 quarter. The position peaked at $64.9K in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • TIAA Trust, National Association reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • TIAA Trust, National Association sold 10,520 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $64.9K.
  • TIAA Trust, National Association first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2023 and held it in 1 quarter.
  • TIAA Trust, National Association's Nuveen Preferred & Income Securities Fund position peaked at $64.9K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on TIAA Trust, National Association's 13F filing for Q4 2023, filed 23 Jan 2024.