Global Financial Private Capital’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Global Financial Private Capital’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 Q2	–	Sell	-13,214	Closed	-$120K	–	569
2019 Q1	$120K	Hold	13,214	–	–	0.01%	367
2018 Q4	$109K	Hold	13,214	–	–	0.01%	331
2018 Q3	$116K	Buy	13,214 +2,000	+18%	+$17.7K	﹤0.01%	516
2018 Q2	$99K	Buy	+11,214	New	+$105K	﹤0.01%	517

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

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Global Financial Private Capital's JPS Position: Q2 2019 in Review

Global Financial Private Capital sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2019, closing a stake of 13,214 shares — an estimated $120K sold.

Global Financial Private Capital first reported a position in JPS in Q2 2018 and held it in 4 quarters. The position peaked at $120K in Q1 2019. 183 funds tracked by Wall St. Rank hold JPS as of Q2 2019.

Global Financial Private Capital reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2019 after selling out during the quarter.
Global Financial Private Capital sold 13,214 Nuveen Preferred & Income Securities Fund shares in Q2 2019, an estimated $120K.
Global Financial Private Capital first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2018 and held it in 4 quarters.
Global Financial Private Capital's Nuveen Preferred & Income Securities Fund position peaked at $120K in Q1 2019.
183 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.