First National Bank of South Miami’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

First National Bank of South Miami’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 Q4	–	Sell	-915	Closed	-$9K	–	305
2019 Q3	$9K	Hold	915	–	–	0.01%	247
2019 Q2	$9K	Hold	915	–	–	0.01%	250
2019 Q1	$8K	Hold	915	–	–	0.01%	251
2018 Q4	$8K	Buy	+915	New	+$7.58K	0.01%	256

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

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

Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

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

First National Bank of South Miami's JPS Position: Q4 2019 in Review

First National Bank of South Miami sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2019, closing a stake of 915 shares — an estimated $9K sold.

First National Bank of South Miami first reported a position in JPS in Q4 2018 and held it in 4 quarters. The position peaked at $9K in Q3 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q4 2019.

First National Bank of South Miami reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 915 Nuveen Preferred & Income Securities Fund shares in Q4 2019, an estimated $9K.
First National Bank of South Miami first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's Nuveen Preferred & Income Securities Fund position peaked at $9K in Q3 2019.
195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2019.

Based on First National Bank of South Miami's 13F filing for Q4 2019, filed 12 Feb 2020.