Vista Investment Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Vista Investment Management’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	-36,417	Closed	-$306K	–	173
2022 Q1	$306K	Sell	36,417 -841	-2%	-$7.39K	0.17%	136
2021 Q4	$362K	Hold	37,258	–	–	0.2%	119
2021 Q3	$365K	Sell	37,258 -1,500	-4%	-$15K	0.21%	114
2021 Q2	$386K	Hold	38,758	–	–	0.23%	109
2021 Q1	$377K	Hold	38,758	–	–	0.23%	109
2020 Q4	$377K	Hold	38,758	–	–	0.25%	103
2020 Q3	$341K	Hold	38,758	–	–	0.26%	106
2020 Q2	$328K	Sell	38,758 -248	-0.6%	-$2.01K	0.28%	103
2020 Q1	$283K	Sell	39,006 -330	-0.8%	-$3.05K	0.29%	99
2019 Q4	$395K	Hold	39,336	–	–	0.3%	102
2019 Q3	$387K	Hold	39,336	–	–	0.32%	96
2019 Q2	$374K	Sell	39,336 -3,359	-8%	-$31.2K	0.32%	93
2019 Q1	$384K	Sell	42,695 -1,225	-3%	-$10.9K	0.34%	92
2018 Q4	$364K	Buy	+43,920	New	+$364K	0.37%	91

Other funds holding JPS

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vista Investment Management's JPS Position: Q2 2022 in Review

Vista Investment Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2022, closing a stake of 36,417 shares — an estimated $306K sold.

Vista Investment Management first reported a position in JPS in Q4 2018 and held it in 14 quarters. The position peaked at $395K in Q4 2019. 217 funds tracked by Wall St. Rank hold JPS as of Q2 2022.

Vista Investment Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2022 after selling out during the quarter.
Vista Investment Management sold 36,417 Nuveen Preferred & Income Securities Fund shares in Q2 2022, an estimated $306K.
Vista Investment Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 14 quarters.
Vista Investment Management's Nuveen Preferred & Income Securities Fund position peaked at $395K in Q4 2019.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2022.

Based on Vista Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.