Ballew Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Ballew Advisors’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
2018 Q4	–	Sell	-1,652	Closed	-$14K	–	470
2018 Q3	$14K	Buy	1,652 +17	+1%	+$150	0.01%	269
2018 Q2	$14K	Buy	1,635 +32	+2%	+$300	0.02%	277
2018 Q1	$16K	Buy	+1,603	New	+$15.4K	0.01%	262

Other funds holding JPS

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

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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Ballew Advisors's JPS Position: Q4 2018 in Review

Ballew Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2018, closing a stake of 1,652 shares — an estimated $14K sold.

Ballew Advisors first reported a position in JPS in Q1 2018 and held it in 3 quarters. The position peaked at $16K in Q1 2018. 180 funds tracked by Wall St. Rank hold JPS as of Q4 2018.

Ballew Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 1,652 Nuveen Preferred & Income Securities Fund shares in Q4 2018, an estimated $14K.
Ballew Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Nuveen Preferred & Income Securities Fund position peaked at $16K in Q1 2018.
180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.