IPC
JPS

Independent Portfolio Consultants’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-126
Closed -$1K – 918
2016
Q4 		$1K Buy
+126
New +$1.14K ﹤0.01% 798

Other funds holding JPS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Independent Portfolio Consultants's JPS Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2017, closing a stake of 126 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in JPS in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 145 funds tracked by Wall St. Rank hold JPS as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 126 Nuveen Preferred & Income Securities Fund shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2016 and held it in 1 quarter.
  • Independent Portfolio Consultants's Nuveen Preferred & Income Securities Fund position peaked at $1K in Q4 2016.
  • 145 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.