Winslow Evans & Crocker’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$6K	Hold	611	–	–	﹤0.01%	1072
2020 Q3	$5K	Hold	611	–	–	﹤0.01%	895
2020 Q2	$5K	Sell	611 -93	-13%	-$752	﹤0.01%	905
2020 Q1	$6K	Buy	704 +92	+15%	+$851	﹤0.01%	852
2019 Q4	$8K	Hold	612	–	–	﹤0.01%	901
2019 Q3	$8K	Hold	612	–	–	﹤0.01%	883
2019 Q2	$6K	Hold	612	–	–	﹤0.01%	965
2019 Q1	$6K	Hold	612	–	–	﹤0.01%	974
2018 Q4	$6K	Hold	612	–	–	﹤0.01%	910
2018 Q3	$6K	Hold	612	–	–	﹤0.01%	931
2018 Q2	$6K	Hold	612	–	–	﹤0.01%	932
2018 Q1	$5.98K	Hold	612	–	–	﹤0.01%	882
2017 Q4	$6.23K	Hold	612	–	–	﹤0.01%	901
2017 Q3	$6.36K	Buy	612 +1	+0.2%	+$10	﹤0.01%	899
2017 Q2	$6.25K	Sell	611 -1	-0.2%	-$10	﹤0.01%	1016
2017 Q1	$5.83K	Hold	612	–	–	﹤0.01%	1011
2016 Q4	$5.69K	Hold	612	–	–	﹤0.01%	1014
2016 Q3	$5.86K	Hold	612	–	–	﹤0.01%	1030
2016 Q2	$5.65K	Sell	612 -36,782	-98%	-$335K	﹤0.01%	1011
2016 Q1	$336K	Sell	37,394 -5,006	-12%	-$44.7K	0.1%	187
2015 Q4	$386K	Buy	+42,400	New	+$384K	0.11%	194

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Winslow Evans & Crocker's JPS Position: Q4 2020 in Review

Winslow Evans & Crocker held its Nuveen Preferred & Income Securities Fund (JPS) position steady in Q4 2020 at 611 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Winslow Evans & Crocker first reported a position in JPS in Q4 2015 and has held it in 21 quarters since. The position peaked at $386K in Q4 2015. 188 funds tracked by Wall St. Rank hold JPS as of Q4 2020.

Winslow Evans & Crocker held 611 shares of Nuveen Preferred & Income Securities Fund worth $6K as of Q4 2020.
Winslow Evans & Crocker left its Nuveen Preferred & Income Securities Fund share count unchanged in Q4 2020.
Nuveen Preferred & Income Securities Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1072 holding.
Winslow Evans & Crocker first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2015 and has held it in 21 quarters since.
Winslow Evans & Crocker's Nuveen Preferred & Income Securities Fund position peaked at $386K in Q4 2015.
188 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.