Financial Architects (New Jersey)’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-466	Closed	-$4K	–	808
2020 Q2	$4K	Hold	466	–	–	﹤0.01%	764
2020 Q1	$3K	Hold	466	–	–	﹤0.01%	763
2019 Q4	$5K	Sell	466 -1,425	-75%	-$14.3K	﹤0.01%	777
2019 Q3	$19K	Hold	1,891	–	–	﹤0.01%	610
2019 Q2	$18K	Buy	1,891 +1,425	+306%	+$13.2K	﹤0.01%	751
2019 Q1	$4K	Hold	466	–	–	﹤0.01%	1270
2018 Q4	$4K	Hold	466	–	–	﹤0.01%	1175
2018 Q3	$4K	Hold	466	–	–	﹤0.01%	1275
2018 Q2	$4K	Hold	466	–	–	﹤0.01%	1157
2018 Q1	$5K	Hold	466	–	–	﹤0.01%	1243
2017 Q4	$5K	Sell	466 -500	-52%	-$5.15K	﹤0.01%	1311
2017 Q3	$10K	Hold	966	–	–	﹤0.01%	1134
2017 Q2	$10K	Sell	966 -488	-34%	-$4.86K	﹤0.01%	1153
2017 Q1	$13K	Hold	1,454	–	–	﹤0.01%	1074
2016 Q4	$13K	Hold	1,454	–	–	﹤0.01%	958
2016 Q3	$13K	Hold	1,454	–	–	﹤0.01%	953
2016 Q2	$13K	Buy	+1,454	New	+$13.3K	﹤0.01%	912

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Financial Architects (New Jersey)'s JPS Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2020, closing a stake of 466 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in JPS in Q2 2016 and held it in 17 quarters. The position peaked at $19K in Q3 2019. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 466 Nuveen Preferred & Income Securities Fund shares in Q3 2020, an estimated $4K.
Financial Architects (New Jersey) first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2016 and held it in 17 quarters.
Financial Architects (New Jersey)'s Nuveen Preferred & Income Securities Fund position peaked at $19K in Q3 2019.
175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.