Altavista Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Altavista Wealth Management’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
2014 Q1	–	Sell	-45,210	Closed	-$368K	–	123
2013 Q4	$368K	Sell	45,210 -6,140	-12%	-$49.6K	0.22%	86
2013 Q3	$419K	Sell	51,350 -23,480	-31%	-$194K	0.27%	79
2013 Q2	$652K	Buy	+74,830	New	+$695K	0.44%	66

Other funds holding JPS

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

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Altavista Wealth Management's JPS Position: Q1 2014 in Review

Altavista Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2014, closing a stake of 45,210 shares — an estimated $368K sold.

Altavista Wealth Management first reported a position in JPS in Q2 2013 and held it in 3 quarters. The position peaked at $652K in Q2 2013. 94 funds tracked by Wall St. Rank hold JPS as of Q1 2014.

Altavista Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2014 after selling out during the quarter.
Altavista Wealth Management sold 45,210 Nuveen Preferred & Income Securities Fund shares in Q1 2014, an estimated $368K.
Altavista Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 3 quarters.
Altavista Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $652K in Q2 2013.
94 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2014.

Based on Altavista Wealth Management's 13F filing for Q1 2014, filed 6 May 2014.