WP
JPS

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

WealthShield Partners’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
2021
Q3 		– Sell
-8,730
Closed -$87K – 779
2021
Q2 		$87K Buy
8,730
+559
+7% +$5.5K 0.01% 383
2021
Q1 		$79K Buy
+8,171
New +$77K 0.01% 377

Other funds holding JPS

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WealthShield Partners's JPS Position: Q3 2021 in Review

WealthShield Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2021, closing a stake of 8,730 shares — an estimated $87K sold.

WealthShield Partners first reported a position in JPS in Q1 2021 and held it in 2 quarters. The position peaked at $87K in Q2 2021. 192 funds tracked by Wall St. Rank hold JPS as of Q3 2021.

  • WealthShield Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 8,730 Nuveen Preferred & Income Securities Fund shares in Q3 2021, an estimated $87K.
  • WealthShield Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Nuveen Preferred & Income Securities Fund position peaked at $87K in Q2 2021.
  • 192 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.