IAA
JPS

Independent Advisor Alliance’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-11,514
Closed -$115K – 907
2019
Q4 		$115K Buy
+11,514
New +$115K 0.01% 860

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Independent Advisor Alliance's JPS Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 11,514 shares — an estimated $115K sold.

Independent Advisor Alliance first reported a position in JPS in Q4 2019 and held it in 1 quarter. The position peaked at $115K in Q4 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,514 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $115K.
  • Independent Advisor Alliance first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Nuveen Preferred & Income Securities Fund position peaked at $115K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.