JWCA
JPS

J.W. Cole Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

J.W. Cole Advisors’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
Q4 		– Sell
-28,330
Closed -$250K – 907
2020
Q3 		$250K Buy
+28,330
New +$252K 0.02% 599

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

J.W. Cole Advisors's JPS Position: Q4 2020 in Review

J.W. Cole Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2020, closing a stake of 28,330 shares — an estimated $250K sold.

J.W. Cole Advisors first reported a position in JPS in Q3 2020 and held it in 1 quarter. The position peaked at $250K in Q3 2020. 188 funds tracked by Wall St. Rank hold JPS as of Q4 2020.

  • J.W. Cole Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 28,330 Nuveen Preferred & Income Securities Fund shares in Q4 2020, an estimated $250K.
  • J.W. Cole Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Nuveen Preferred & Income Securities Fund position peaked at $250K in Q3 2020.
  • 188 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.