CWSR
JPS

Chessman Wealth Strategies RIA’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Chessman Wealth Strategies RIA’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
Q4 		– Sell
-5,855
Closed -$52K – 184
2018
Q3 		$52K Buy
+5,855
New +$51.8K 0.05% 58

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chessman Wealth Strategies RIA's JPS Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2018, closing a stake of 5,855 shares — an estimated $52K sold.

Chessman Wealth Strategies RIA first reported a position in JPS in Q3 2018 and held it in 1 quarter. The position peaked at $52K in Q3 2018. 180 funds tracked by Wall St. Rank hold JPS as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 5,855 Nuveen Preferred & Income Securities Fund shares in Q4 2018, an estimated $52K.
  • Chessman Wealth Strategies RIA first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Nuveen Preferred & Income Securities Fund position peaked at $52K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.