UCFA
JPS

United Capital Financial Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

United Capital Financial 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
2022
Q4 		– Sell
-10,951
Closed -$72K – 1123
2022
Q3 		$72K Sell
10,951
-26,903
-71% -$198K ﹤0.01% 1064
2022
Q2 		$275K Buy
37,854
+5,958
+19% +$45.5K ﹤0.01% 964
2022
Q1 		$268K Buy
31,896
+317
+1% +$2.79K ﹤0.01% 1021
2021
Q4 		$307K Sell
31,579
-1,047
-3% -$10.1K ﹤0.01% 1016
2021
Q3 		$320K Sell
32,626
-804
-2% -$8.03K ﹤0.01% 986
2021
Q2 		$333K Sell
33,430
-1,125
-3% -$11.1K ﹤0.01% 992
2021
Q1 		$336K Buy
34,555
+2,405
+7% +$22.7K ﹤0.01% 959
2020
Q4 		$313K Sell
32,150
-991
-3% -$9.12K ﹤0.01% 980
2020
Q3 		$292K Sell
33,141
-93
-0.3% -$828 ﹤0.01% 961
2020
Q2 		$281K Sell
33,234
-6,846
-17% -$55.4K ﹤0.01% 1014
2020
Q1 		$291K Sell
40,080
-325
-0.8% -$3.01K ﹤0.01% 980
2019
Q4 		$405K Sell
40,405
-220
-0.5% -$2.21K ﹤0.01% 1049
2019
Q3 		$400K Buy
40,625
+650
+2% +$6.32K ﹤0.01% 1010
2019
Q2 		$380K Sell
39,975
-3,909
-9% -$36.3K ﹤0.01% 1130
2019
Q1 		$395K Sell
43,884
-20,091
-31% -$178K ﹤0.01% 1048
2018
Q4 		$530K Sell
63,975
-136,112
-68% -$1.13M ﹤0.01% 901
2018
Q3 		$1.76M Sell
200,087
-217,440
-52% -$1.92M 0.01% 641
2018
Q2 		$3.68M Sell
417,527
-22,366
-5% -$210K 0.03% 471
2018
Q1 		$4.3M Buy
439,893
+30,979
+8% +$297K 0.03% 434
2017
Q4 		$4.17M Buy
408,914
+26,501
+7% +$273K 0.03% 441
2017
Q3 		$3.98M Buy
382,413
+24,521
+7% +$251K 0.03% 429
2017
Q2 		$3.66M Buy
357,892
+17,820
+5% +$177K 0.03% 438
2017
Q1 		$3.24M Buy
340,072
+40,565
+14% +$385K 0.03% 453
2016
Q4 		$2.79M Sell
299,507
-234
-0.1% -$2.12K 0.03% 484
2016
Q3 		$2.88M Buy
299,741
+66,455
+28% +$634K 0.03% 494
2016
Q2 		$2.1M Buy
233,286
+172,232
+282% +$1.57M 0.02% 538
2016
Q1 		$549K Sell
61,054
-5,424
-8% -$48.4K 0.01% 852
2015
Q4 		$606K Sell
66,478
-2,061
-3% -$18.7K 0.01% 841
2015
Q3 		$600K Buy
68,539
+3,698
+6% +$33.3K 0.01% 836
2015
Q2 		$549K Buy
64,841
+23,571
+57% +$211K 0.01% 881
2015
Q1 		$382K Buy
41,270
+16,496
+67% +$152K ﹤0.01% 1005
2014
Q4 		$220K Buy
24,774
+2,143
+9% +$19.3K ﹤0.01% 1072
2014
Q3 		$197K Buy
+22,631
New +$203K ﹤0.01% 1049

Other funds holding JPS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

United Capital Financial Advisors's JPS Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2022, closing a stake of 10,951 shares — an estimated $72K sold.

United Capital Financial Advisors first reported a position in JPS in Q3 2014 and held it in 33 quarters. The position peaked at $4.3M in Q1 2018. 223 funds tracked by Wall St. Rank hold JPS as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,951 Nuveen Preferred & Income Securities Fund shares in Q4 2022, an estimated $72K.
  • United Capital Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2014 and held it in 33 quarters.
  • United Capital Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $4.3M in Q1 2018.
  • 223 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.