HL Financial Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

HL Financial 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 Q2	–	Sell	-10,215	Closed	-$97K	–	700
2017 Q1	$97K	Buy	+10,215	New	+$97.1K	﹤0.01%	649
2015 Q2	–	Sell	-11,706	Closed	-$107K	–	695
2015 Q1	$107K	Sell	11,706 -900	-7%	-$8.31K	﹤0.01%	667
2014 Q4	$112K	Hold	12,606	–	–	﹤0.01%	659
2014 Q3	$110K	Hold	12,606	–	–	﹤0.01%	668
2014 Q2	$114K	Hold	12,606	–	–	﹤0.01%	662
2014 Q1	$109K	Hold	12,606	–	–	﹤0.01%	636
2013 Q4	$103K	Buy	+12,606	New	+$102K	﹤0.01%	621

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 $63.6B AUM 28.76% 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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HL Financial Services's JPS Position: Q2 2017 in Review

HL Financial Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2017, closing a stake of 10,215 shares — an estimated $97K sold.

HL Financial Services first reported a position in JPS in Q4 2013 and held it in 7 quarters. The position peaked at $114K in Q2 2014. 146 funds tracked by Wall St. Rank hold JPS as of Q2 2017.

HL Financial Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2017 after selling out during the quarter.
HL Financial Services sold 10,215 Nuveen Preferred & Income Securities Fund shares in Q2 2017, an estimated $97K.
HL Financial Services first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2013 and held it in 7 quarters.
HL Financial Services's Nuveen Preferred & Income Securities Fund position peaked at $114K in Q2 2014.
146 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2017.

Based on HL Financial Services's 13F filing for Q2 2017, filed 1 Aug 2017.