Golden State Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Golden State Wealth 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
2020 Q2	–	Sell	-1,760	Closed	-$13K	–	973
2020 Q1	$13K	Buy	+1,760	New	+$16.3K	0.01%	578
2019 Q4	–	Sell	-13,652	Closed	-$134K	–	1029
2019 Q3	$134K	Buy	13,652 +74	+0.5%	+$719	0.04%	268
2019 Q2	$128K	Buy	13,578 +237	+2%	+$2.2K	0.04%	298
2019 Q1	$120K	Buy	+13,341	New	+$118K	0.04%	297

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Golden State Wealth Management's JPS Position: Q2 2020 in Review

Golden State Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2020, closing a stake of 1,760 shares — an estimated $13K sold.

Golden State Wealth Management first reported a position in JPS in Q1 2019 and held it in 4 quarters. The position peaked at $134K in Q3 2019. 180 funds tracked by Wall St. Rank hold JPS as of Q2 2020.

Golden State Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,760 Nuveen Preferred & Income Securities Fund shares in Q2 2020, an estimated $13K.
Golden State Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $134K in Q3 2019.
180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.