1NWS
JPS

1 North Wealth Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

1 North Wealth Services’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
2019
Q4 		$6K Hold
621
– – ﹤0.01% 249
2019
Q3 		$6K Buy
+621
New +$6.03K ﹤0.01% 207

Other funds holding JPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

1 North Wealth Services's JPS Position: Q4 2019 in Review

1 North Wealth Services held its Nuveen Preferred & Income Securities Fund (JPS) position steady in Q4 2019 at 621 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

1 North Wealth Services first reported a position in JPS in Q3 2019 and has held it in 2 quarters since. 195 funds tracked by Wall St. Rank hold JPS as of Q4 2019.

  • 1 North Wealth Services held 621 shares of Nuveen Preferred & Income Securities Fund worth $6K as of Q4 2019.
  • 1 North Wealth Services left its Nuveen Preferred & Income Securities Fund share count unchanged in Q4 2019.
  • Nuveen Preferred & Income Securities Fund made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #249 holding.
  • 1 North Wealth Services first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2019 and has held it in 2 quarters since.
  • 195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.