HS
JPS

Horan Securities’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Horan Securities’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
Q3 		– Sell
-500
Closed -$5K – 298
2019
Q2 		$5K Buy
+500
New +$4.64K 0.01% 231

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
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
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 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 $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horan Securities's JPS Position: Q3 2019 in Review

Horan Securities sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2019, closing a stake of 500 shares — an estimated $5K sold.

Horan Securities first reported a position in JPS in Q2 2019 and held it in 1 quarter. The position peaked at $5K in Q2 2019. 185 funds tracked by Wall St. Rank hold JPS as of Q3 2019.

  • Horan Securities reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2019 after selling out during the quarter.
  • Horan Securities sold 500 Nuveen Preferred & Income Securities Fund shares in Q3 2019, an estimated $5K.
  • Horan Securities first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2019 and held it in 1 quarter.
  • Horan Securities's Nuveen Preferred & Income Securities Fund position peaked at $5K in Q2 2019.
  • 185 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2019.

Based on Horan Securities's 13F filing for Q3 2019, filed 21 Oct 2019.