BSW
JPS

Buckingham Strategic Wealth’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Buckingham Strategic Wealth’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
-15,250
Closed -$153K – 527
2019
Q4 		$153K Buy
15,250
+2,227
+17% +$22.3K 0.01% 441
2019
Q3 		$128K Buy
+13,023
New +$127K 0.01% 416

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

Buckingham Strategic Wealth's JPS Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 15,250 shares — an estimated $153K sold.

Buckingham Strategic Wealth first reported a position in JPS in Q3 2019 and held it in 2 quarters. The position peaked at $153K in Q4 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 15,250 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $153K.
  • Buckingham Strategic Wealth first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2019 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Nuveen Preferred & Income Securities Fund position peaked at $153K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.