JFS Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

JFS Wealth 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
2018 Q1	–	Sell	-1,050	Closed	-$11K	–	579
2017 Q4	$11K	Hold	1,050	–	–	﹤0.01%	375
2017 Q3	$11K	Sell	1,050 -600	-36%	-$6.15K	﹤0.01%	363
2017 Q2	$17K	Buy	1,650 +650	+65%	+$6.47K	﹤0.01%	317
2017 Q1	$9K	Hold	1,000	–	–	﹤0.01%	361
2016 Q4	$9K	Buy	+1,000	New	+$9.06K	﹤0.01%	361

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JFS Wealth Advisors's JPS Position: Q1 2018 in Review

JFS Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2018, closing a stake of 1,050 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in JPS in Q4 2016 and held it in 5 quarters. The position peaked at $17K in Q2 2017. 159 funds tracked by Wall St. Rank hold JPS as of Q1 2018.

JFS Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2018 after selling out during the quarter.
JFS Wealth Advisors sold 1,050 Nuveen Preferred & Income Securities Fund shares in Q1 2018, an estimated $11K.
JFS Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2016 and held it in 5 quarters.
JFS Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $17K in Q2 2017.
159 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2018.

Based on JFS Wealth Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.