CFS
JPS

Commonwealth Financial Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Commonwealth Financial Services’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
2017
Q1 		$12K Hold
1,234
– – 0.01% 184
2016
Q4 		$12K Hold
1,234
– – 0.01% 168
2016
Q3 		$12K Hold
1,234
– – 0.01% 158
2016
Q2 		$11K Buy
+1,234
New +$11.2K 0.01% 172

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Financial Services's JPS Position: Q1 2017 in Review

Commonwealth Financial Services held its Nuveen Preferred & Income Securities Fund (JPS) position steady in Q1 2017 at 1,234 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #184.

Commonwealth Financial Services first reported a position in JPS in Q2 2016 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold JPS as of Q1 2017.

  • Commonwealth Financial Services held 1,234 shares of Nuveen Preferred & Income Securities Fund worth $12K as of Q1 2017.
  • Commonwealth Financial Services left its Nuveen Preferred & Income Securities Fund share count unchanged in Q1 2017.
  • Nuveen Preferred & Income Securities Fund made up 0.01% of Commonwealth Financial Services's portfolio in Q1 2017, its #184 holding.
  • Commonwealth Financial Services first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2016 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.