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

Edge 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 Q1	–	Sell	-48,130	Closed	-$399K	–	619
2018 Q4	$399K	Buy	48,130 +17,600	+58%	+$146K	0.11%	100
2018 Q3	$269K	Sell	30,530 -3,945	-11%	-$34.9K	0.06%	121
2018 Q2	$304K	Hold	34,475	–	–	0.08%	116
2018 Q1	$337K	Buy	34,475 +17,925	+108%	+$172K	0.09%	106
2017 Q4	$168K	Hold	16,550	–	–	0.05%	138
2017 Q3	$172K	Hold	16,550	–	–	0.05%	133
2017 Q2	$170K	Hold	16,550	–	–	0.05%	138
2017 Q1	$159K	Hold	16,550	–	–	0.06%	133
2016 Q4	$154K	Buy	16,550 +13,000	+366%	+$118K	0.06%	127
2016 Q3	$34K	Buy	+3,550	New	+$33.9K	0.01%	216

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

Edge Wealth Management's JPS Position: Q1 2019 in Review

Edge Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2019, closing a stake of 48,130 shares — an estimated $399K sold.

Edge Wealth Management first reported a position in JPS in Q3 2016 and held it in 10 quarters. The position peaked at $399K in Q4 2018. 172 funds tracked by Wall St. Rank hold JPS as of Q1 2019.

Edge Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2019 after selling out during the quarter.
Edge Wealth Management sold 48,130 Nuveen Preferred & Income Securities Fund shares in Q1 2019, an estimated $399K.
Edge Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2016 and held it in 10 quarters.
Edge Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $399K in Q4 2018.
172 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.