GWMIA
JPS

Global Wealth Management Investment Advisory’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-265
Closed -$2K – 782
2018
Q4 		$2K Buy
+265
New +$2.19K ﹤0.01% 611

Other funds holding JPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Global Wealth Management Investment Advisory's JPS Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2019, closing a stake of 265 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in JPS in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 172 funds tracked by Wall St. Rank hold JPS as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 265 Nuveen Preferred & Income Securities Fund shares in Q1 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Nuveen Preferred & Income Securities Fund position peaked at $2K in Q4 2018.
  • 172 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.