JFA
JPS

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

JNBA Financial 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
2016
Q4 		– Sell
-618
Closed -$6K – 1433
2016
Q3 		$6K Buy
+618
New +$5.9K ﹤0.01% 1199

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

JNBA Financial Advisors's JPS Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2016, closing a stake of 618 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in JPS in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 155 funds tracked by Wall St. Rank hold JPS as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 618 Nuveen Preferred & Income Securities Fund shares in Q4 2016, an estimated $6K.
  • JNBA Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $6K in Q3 2016.
  • 155 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.