AWM
JPS

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

Atticus 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
2020
Q1 		– Sell
-7,215
Closed -$72K – 442
2019
Q4 		$72K Buy
+7,215
New +$72.3K 0.05% 156

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Atticus Wealth Management's JPS Position: Q1 2020 in Review

Atticus Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 7,215 shares — an estimated $72K sold.

Atticus Wealth Management first reported a position in JPS in Q4 2019 and held it in 1 quarter. The position peaked at $72K in Q4 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

  • Atticus Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 7,215 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $72K.
  • Atticus Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 1 quarter.
  • Atticus Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $72K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on Atticus Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.