Gary Goldberg Planning Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$432K	Sell	48,568 -353	-0.7%	-$3.18K	0.18%	69
2014 Q3	$426K	Sell	48,921 -7,643	-14%	-$68.5K	0.18%	74
2014 Q2	$511K	Sell	56,564 -3,047	-5%	-$27.1K	0.22%	65
2014 Q1	$517K	Buy	59,611 +3,172	+6%	+$26.9K	0.25%	58
2013 Q4	$459K	Sell	56,439 -11,876	-17%	-$95.9K	0.27%	55
2013 Q3	$557K	Sell	68,315 -9,410	-12%	-$77.8K	0.34%	52
2013 Q2	$677K	Buy	+77,725	New	+$722K	0.43%	46

Other funds holding JPS

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Gary Goldberg Planning Services's JPS Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Nuveen Preferred & Income Securities Fund (JPS) stake by 0.72% in Q4 2014, selling an estimated $3.18K and leaving 48,568 shares worth $432K. The position accounts for 0.18% of the portfolio, ranked #69.

Gary Goldberg Planning Services first reported a position in JPS in Q2 2013 and has held it in 7 quarters since. The position peaked at $677K in Q2 2013. 93 funds tracked by Wall St. Rank hold JPS as of Q4 2014.

Gary Goldberg Planning Services held 48,568 shares of Nuveen Preferred & Income Securities Fund worth $432K as of Q4 2014.
Gary Goldberg Planning Services sold 353 Nuveen Preferred & Income Securities Fund shares in Q4 2014, an estimated $3.18K.
Nuveen Preferred & Income Securities Fund made up 0.18% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #69 holding.
Gary Goldberg Planning Services first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Nuveen Preferred & Income Securities Fund position peaked at $677K in Q2 2013.
93 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.