GWS
JPS

Glassman Wealth Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Glassman Wealth 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
2017
Q1 		– Sell
-3,000
Closed -$28K – 717
2016
Q4 		$28K Buy
+3,000
New +$27.2K 0.02% 226

Other funds holding JPS

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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Glassman Wealth Services's JPS Position: Q1 2017 in Review

Glassman Wealth Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2017, closing a stake of 3,000 shares — an estimated $28K sold.

Glassman Wealth Services first reported a position in JPS in Q4 2016 and held it in 1 quarter. The position peaked at $28K in Q4 2016. 145 funds tracked by Wall St. Rank hold JPS as of Q1 2017.

  • Glassman Wealth Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2017 after selling out during the quarter.
  • Glassman Wealth Services sold 3,000 Nuveen Preferred & Income Securities Fund shares in Q1 2017, an estimated $28K.
  • Glassman Wealth Services first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2016 and held it in 1 quarter.
  • Glassman Wealth Services's Nuveen Preferred & Income Securities Fund position peaked at $28K in Q4 2016.
  • 145 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2017.

Based on Glassman Wealth Services's 13F filing for Q1 2017, filed 11 May 2017.