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

Destination 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
2019 Q3	–	Sell	-9,041	Closed	-$86K	–	529
2019 Q2	$86K	Hold	9,041	–	–	﹤0.01%	206
2019 Q1	$81K	Hold	9,041	–	–	﹤0.01%	211
2018 Q4	$75K	Hold	9,041	–	–	﹤0.01%	212
2018 Q3	$80K	Hold	9,041	–	–	﹤0.01%	231
2018 Q2	$80K	Buy	9,041 +1,328	+17%	+$12.5K	﹤0.01%	213
2018 Q1	$2.53M	Buy	+7,713	New	+$74K	0.15%	78

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

Destination Wealth Management's JPS Position: Q3 2019 in Review

Destination Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2019, closing a stake of 9,041 shares — an estimated $86K sold.

Destination Wealth Management first reported a position in JPS in Q1 2018 and held it in 6 quarters. The position peaked at $2.53M in Q1 2018. 185 funds tracked by Wall St. Rank hold JPS as of Q3 2019.

Destination Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 9,041 Nuveen Preferred & Income Securities Fund shares in Q3 2019, an estimated $86K.
Destination Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $2.53M in Q1 2018.
185 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.