Creative Financial Designs’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-100	Closed	-$1K	–	659
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	565
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	728
2018 Q2	$1K	Hold	100	–	–	﹤0.01%	739
2018 Q1	$1K	Hold	100	–	–	﹤0.01%	683
2017 Q4	$1K	Buy	+100	New	+$1.03K	﹤0.01%	681

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Creative Financial Designs's JPS Position: Q1 2019 in Review

Creative Financial Designs sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2019, closing a stake of 100 shares — an estimated $1K sold.

Creative Financial Designs first reported a position in JPS in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2018. 172 funds tracked by Wall St. Rank hold JPS as of Q1 2019.

Creative Financial Designs reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2019 after selling out during the quarter.
Creative Financial Designs sold 100 Nuveen Preferred & Income Securities Fund shares in Q1 2019, an estimated $1K.
Creative Financial Designs first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 5 quarters.
Creative Financial Designs's Nuveen Preferred & Income Securities Fund position peaked at $1K in Q4 2018.
172 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2019.

Based on Creative Financial Designs's 13F filing for Q1 2019, filed 23 Apr 2019.