FineMark National Bank & Trust’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

FineMark National Bank & Trust’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
2016 Q4	–	Sell	-3,263	Closed	-$31K	–	1377
2016 Q3	$31K	Hold	3,263	–	–	﹤0.01%	721
2016 Q2	$30K	Buy	+3,263	New	+$29.7K	﹤0.01%	740
2013 Q3	–	Sell	-2,085	Closed	-$18K	–	1632
2013 Q2	$18K	Buy	+2,085	New	+$19.4K	0.01%	831

Other funds holding JPS

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

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

FineMark National Bank & Trust's JPS Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2016, closing a stake of 3,263 shares — an estimated $31K sold.

FineMark National Bank & Trust first reported a position in JPS in Q2 2013 and held it in 3 quarters. The position peaked at $31K in Q3 2016. 155 funds tracked by Wall St. Rank hold JPS as of Q4 2016.

FineMark National Bank & Trust reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 3,263 Nuveen Preferred & Income Securities Fund shares in Q4 2016, an estimated $31K.
FineMark National Bank & Trust first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 3 quarters.
FineMark National Bank & Trust's Nuveen Preferred & Income Securities Fund position peaked at $31K in Q3 2016.
155 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.