Liberty Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Liberty Wealth Management’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	-1,014	Closed	-$9K	–	1095
2020 Q3	$9K	Buy	1,014 +17	+2%	+$151	0.01%	543
2020 Q2	$9K	Sell	997 -979	-50%	-$7.92K	0.01%	523
2020 Q1	$14K	Buy	1,976 +1,349	+215%	+$12.5K	0.01%	419
2019 Q4	$6K	Hold	627	–	–	﹤0.01%	653
2019 Q3	$6K	Hold	627	–	–	0.01%	619
2019 Q2	$6K	Buy	+627	New	+$5.82K	0.01%	643

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

Liberty Wealth Management's JPS Position: Q4 2020 in Review

Liberty Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2020, closing a stake of 1,014 shares — an estimated $9K sold.

Liberty Wealth Management first reported a position in JPS in Q2 2019 and held it in 6 quarters. The position peaked at $14K in Q1 2020. 188 funds tracked by Wall St. Rank hold JPS as of Q4 2020.

Liberty Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2020 after selling out during the quarter.
Liberty Wealth Management sold 1,014 Nuveen Preferred & Income Securities Fund shares in Q4 2020, an estimated $9K.
Liberty Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2019 and held it in 6 quarters.
Liberty Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $14K in Q1 2020.
188 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.