Concert Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-20,263	Closed	-$195K	–	963
2016 Q3	$195K	Sell	20,263 -5,616	-22%	-$53.6K	0.02%	652
2016 Q2	$241K	Buy	+25,879	New	+$236K	0.03%	536

Other funds holding JPS

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Concert Wealth Management's JPS Position: Q4 2016 in Review

Concert Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2016, closing a stake of 20,263 shares — an estimated $195K sold.

Concert Wealth Management first reported a position in JPS in Q2 2016 and held it in 2 quarters. The position peaked at $241K in Q2 2016. 155 funds tracked by Wall St. Rank hold JPS as of Q4 2016.

Concert Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 20,263 Nuveen Preferred & Income Securities Fund shares in Q4 2016, an estimated $195K.
Concert Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2016 and held it in 2 quarters.
Concert Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $241K in Q2 2016.
155 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.