Genovese Burford & Brothers Wealth & Retirement Plan Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q1	–	Sell	-980	Closed	-$10K	–	518
2016 Q4	$10K	Buy	+980	New	+$8.88K	﹤0.01%	326

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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's JPS Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2017, closing a stake of 980 shares — an estimated $10K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in JPS in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 145 funds tracked by Wall St. Rank hold JPS as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 980 Nuveen Preferred & Income Securities Fund shares in Q1 2017, an estimated $10K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2016 and held it in 1 quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Nuveen Preferred & Income Securities Fund position peaked at $10K in Q4 2016.
145 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.