Nuveen Preferred And equity shares owned by UMA Financial Services
Quarter-by-quarter ownership of Nuveen Preferred And equity (JPI) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Nuveen Preferred And equity
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Quarterly reported holdings in Nuveen Preferred And equity by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $326k | 16k | 20.95 |
| 2024-06-30 | $306k | 16k | 19.67 |
| 2024-03-31 | $294k | 16k | 18.93 |
| 2023-12-31 | $288k | 16k | 18.55 |
| 2023-09-30 | $257k | 16k | 16.56 |
| 2023-06-30 | $263k | 16k | 16.93 |
| 2023-03-31 | $265k | 16k | 17.04 |
| 2022-12-31 | $308k | 16k | 19.81 |
| 2022-09-30 | $289k | 16k | 18.60 |
| 2022-06-30 | $325k | 16k | 20.92 |
| 2022-03-31 | $513k | 25k | 20.94 |
| 2021-12-31 | $628k | 25k | 25.63 |
| 2021-09-30 | $622k | 25k | 25.39 |
| 2021-06-30 | $635k | 25k | 25.92 |
| 2021-03-31 | $613k | 25k | 25.02 |
| 2020-12-31 | $594k | 25k | 24.24 |
| 2020-09-30 | $537k | 25k | 21.92 |
| 2020-06-30 | $553k | 25k | 22.57 |