BTS
JPS

BB&T Securities’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

BB&T Securities’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
Q3 		$456K Buy
46,005
+1,513
+3% +$14.7K ﹤0.01% 1138
2019
Q2 		$422K Buy
44,492
+5,912
+15% +$54.9K ﹤0.01% 1177
2019
Q1 		$347K Sell
38,580
-2,902
-7% -$25.8K ﹤0.01% 1230
2018
Q4 		$343K Sell
41,482
-3,565
-8% -$29.5K ﹤0.01% 1132
2018
Q3 		$396K Sell
45,047
-2,913
-6% -$25.8K ﹤0.01% 1196
2018
Q2 		$422K Sell
47,960
-470
-1% -$4.41K ﹤0.01% 1146
2018
Q1 		$473K Sell
48,430
-674
-1% -$6.47K 0.01% 1039
2017
Q4 		$500K Buy
49,104
+12,903
+36% +$133K 0.01% 993
2017
Q3 		$376K Buy
36,201
+3,353
+10% +$34.4K 0.01% 1074
2017
Q2 		$336K Buy
32,848
+14,956
+84% +$149K ﹤0.01% 1107
2017
Q1 		$170K Sell
17,892
-4,388
-20% -$41.7K ﹤0.01% 1183
2016
Q4 		$213K Hold
22,280
– – ﹤0.01% 1129
2016
Q3 		$213K Sell
22,280
-1,871
-8% -$17.9K ﹤0.01% 1135
2016
Q2 		$223K Buy
+24,151
New +$220K ﹤0.01% 1102

Other funds holding JPS

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return