Crosspoint Capital Strategies’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Crosspoint Capital Strategies’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
2015 Q1	–	Sell	-650	Closed	-$6K	–	771
2014 Q4	$6K	Hold	650	–	–	﹤0.01%	566
2014 Q3	$6K	Hold	650	–	–	﹤0.01%	412
2014 Q2	$6K	Hold	650	–	–	﹤0.01%	434
2014 Q1	$6K	Hold	650	–	–	﹤0.01%	555
2013 Q4	$6K	Buy	+650	New	+$5.25K	﹤0.01%	477

Other funds holding JPS

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

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

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

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

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

ICOA

Investment Centers of America Bismarck, North Dakota $712K AUM 15.54% 1-Year Est. Return

Crosspoint Capital Strategies's JPS Position: Q1 2015 in Review

Crosspoint Capital Strategies sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2015, closing a stake of 650 shares — an estimated $6K sold.

Crosspoint Capital Strategies first reported a position in JPS in Q4 2013 and held it in 5 quarters. The position peaked at $6K in Q4 2014. 101 funds tracked by Wall St. Rank hold JPS as of Q1 2015.

Crosspoint Capital Strategies reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2015 after selling out during the quarter.
Crosspoint Capital Strategies sold 650 Nuveen Preferred & Income Securities Fund shares in Q1 2015, an estimated $6K.
Crosspoint Capital Strategies first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2013 and held it in 5 quarters.
Crosspoint Capital Strategies's Nuveen Preferred & Income Securities Fund position peaked at $6K in Q4 2014.
101 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2015.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2015, filed 18 May 2015.