Clarus Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Clarus Wealth Advisors’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 Q3	–	Sell	-9,744	Closed	-$93K	–	581
2019 Q2	$93K	Sell	9,744 -5,958	-38%	-$55.3K	0.07%	205
2019 Q1	$141K	Sell	15,702 -3,093	-16%	-$27.5K	0.11%	147
2018 Q4	$156K	Sell	18,795 -2,740	-13%	-$22.7K	0.25%	115
2018 Q3	$190K	Sell	21,535 -1,210	-5%	-$10.7K	0.12%	134
2018 Q2	$222K	Hold	22,745	–	–	0.17%	95
2018 Q1	$222K	Buy	22,745 +2,300	+11%	+$22.1K	0.2%	95
2017 Q4	$209K	Buy	+20,445	New	+$211K	0.2%	103

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

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

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

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

Clarus Wealth Advisors's JPS Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2019, closing a stake of 9,744 shares — an estimated $93K sold.

Clarus Wealth Advisors first reported a position in JPS in Q4 2017 and held it in 7 quarters. The position peaked at $222K in Q2 2018. 185 funds tracked by Wall St. Rank hold JPS as of Q3 2019.

Clarus Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 9,744 Nuveen Preferred & Income Securities Fund shares in Q3 2019, an estimated $93K.
Clarus Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 7 quarters.
Clarus Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $222K in Q2 2018.
185 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.