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

Ironwood Financial’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	-186	Closed	-$2K	–	418
2019 Q4	$2K	Hold	186	–	–	﹤0.01%	357
2019 Q3	$2K	Hold	186	–	–	﹤0.01%	360
2019 Q2	$2K	Hold	186	–	–	﹤0.01%	359
2019 Q1	$2K	Hold	186	–	–	﹤0.01%	352
2018 Q4	$2K	Hold	186	–	–	﹤0.01%	346
2018 Q3	$2K	Buy	+186	New	+$1.65K	﹤0.01%	342

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Ironwood Financial's JPS Position: Q1 2020 in Review

Ironwood Financial sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 186 shares — an estimated $2K sold.

Ironwood Financial first reported a position in JPS in Q3 2018 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

Ironwood Financial reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 186 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $2K.
Ironwood Financial first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2018 and held it in 6 quarters.
Ironwood Financial's Nuveen Preferred & Income Securities Fund position peaked at $2K in Q4 2019.
195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.