CA
JPS

Calton & Associates’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Calton & Associates’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
Q1 		– Sell
-3,646
Closed -$35K – 1348
2017
Q4 		$35K Buy
+3,646
New +$37.6K 0.01% 771

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Calton & Associates's JPS Position: Q1 2018 in Review

Calton & Associates sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2018, closing a stake of 3,646 shares — an estimated $35K sold.

Calton & Associates first reported a position in JPS in Q4 2017 and held it in 1 quarter. The position peaked at $35K in Q4 2017. 159 funds tracked by Wall St. Rank hold JPS as of Q1 2018.

  • Calton & Associates reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 3,646 Nuveen Preferred & Income Securities Fund shares in Q1 2018, an estimated $35K.
  • Calton & Associates first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Nuveen Preferred & Income Securities Fund position peaked at $35K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.