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

Westwind Capital’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 Q1	–	Sell	-702	Closed	-$7K	–	47
2021 Q4	$7K	Sell	702 -106	-13%	-$1.02K	﹤0.01%	42
2021 Q3	$8K	Sell	808 -91	-10%	-$909	﹤0.01%	36
2021 Q2	$9K	Sell	899 -122	-12%	-$1.2K	﹤0.01%	39
2021 Q1	$10K	Hold	1,021	–	–	﹤0.01%	35
2020 Q4	$10K	Sell	1,021 -113	-10%	-$1.04K	﹤0.01%	34
2020 Q3	$10K	Sell	1,134 -125	-10%	-$1.11K	﹤0.01%	35
2020 Q2	$11K	Hold	1,259	–	–	﹤0.01%	37
2020 Q1	$9K	Sell	1,259 -110	-8%	-$1.02K	﹤0.01%	39
2019 Q4	$14K	Hold	1,369	–	–	0.01%	37
2019 Q3	$13K	Sell	1,369 -85	-6%	-$826	0.01%	39
2019 Q2	$14K	Hold	1,454	–	–	0.01%	41
2019 Q1	$13K	Sell	1,454 -110	-7%	-$976	0.01%	42
2018 Q4	$13K	Sell	1,564 -1,890	-55%	-$15.6K	0.01%	42
2018 Q3	$30K	Buy	3,454 +1,890	+121%	+$16.7K	0.02%	34
2018 Q2	$14K	Sell	1,564 -131	-8%	-$1.23K	0.01%	37
2018 Q1	$17K	Hold	1,695	–	–	0.01%	30
2017 Q4	$17K	Buy	+1,695	New	+$17.5K	0.02%	31

Other funds holding JPS

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Westwind Capital's JPS Position: Q1 2022 in Review

Westwind Capital sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2022, closing a stake of 702 shares — an estimated $7K sold.

Westwind Capital first reported a position in JPS in Q4 2017 and held it in 17 quarters. The position peaked at $30K in Q3 2018. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

Westwind Capital reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2022 after selling out during the quarter.
Westwind Capital sold 702 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $7K.
Westwind Capital first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 17 quarters.
Westwind Capital's Nuveen Preferred & Income Securities Fund position peaked at $30K in Q3 2018.
217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Westwind Capital's 13F filing for Q1 2022, filed 6 Apr 2022.