CWM
JPS

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

Cabot 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
2013
Q3 		– Sell
-58,789
Closed -$512K – 185
2013
Q2 		$512K Buy
+58,789
New +$546K 0.18% 141

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Cabot Wealth Management's JPS Position: Q3 2013 in Review

Cabot Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2013, closing a stake of 58,789 shares — an estimated $512K sold.

Cabot Wealth Management first reported a position in JPS in Q2 2013 and held it in 1 quarter. The position peaked at $512K in Q2 2013. 85 funds tracked by Wall St. Rank hold JPS as of Q3 2013.

  • Cabot Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 58,789 Nuveen Preferred & Income Securities Fund shares in Q3 2013, an estimated $512K.
  • Cabot Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $512K in Q2 2013.
  • 85 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.