Cedar Brook Financial Partners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Cedar Brook Financial Partners’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 Q4	–	Sell	-19,807	Closed	-$195K	–	330
2019 Q3	$195K	Buy	19,807 +295	+2%	+$2.87K	0.09%	287
2019 Q2	$185K	Buy	19,512 +111	+0.6%	+$1.03K	0.09%	286
2019 Q1	$175K	Buy	19,401 +120	+0.6%	+$1.06K	0.09%	276
2018 Q4	$160K	Buy	+19,281	New	+$160K	0.1%	231

Other funds holding JPS

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cedar Brook Financial Partners's JPS Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2019, closing a stake of 19,807 shares — an estimated $195K sold.

Cedar Brook Financial Partners first reported a position in JPS in Q4 2018 and held it in 4 quarters. The position peaked at $195K in Q3 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q4 2019.

Cedar Brook Financial Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 19,807 Nuveen Preferred & Income Securities Fund shares in Q4 2019, an estimated $195K.
Cedar Brook Financial Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 4 quarters.
Cedar Brook Financial Partners's Nuveen Preferred & Income Securities Fund position peaked at $195K in Q3 2019.
195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.