LWS
JPS

Lucia Wealth Services’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Lucia Wealth Services’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
Q3 		$62K Hold
7,000
– – 0.01% 156
2020
Q2 		$59K Hold
7,000
– – 0.02% 153
2020
Q1 		$51K Buy
+7,000
New +$64.8K 0.02% 164

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lucia Wealth Services's JPS Position: Q3 2020 in Review

Lucia Wealth Services held its Nuveen Preferred & Income Securities Fund (JPS) position steady in Q3 2020 at 7,000 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #156.

Lucia Wealth Services first reported a position in JPS in Q1 2020 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

  • Lucia Wealth Services held 7,000 shares of Nuveen Preferred & Income Securities Fund worth $62K as of Q3 2020.
  • Lucia Wealth Services left its Nuveen Preferred & Income Securities Fund share count unchanged in Q3 2020.
  • Nuveen Preferred & Income Securities Fund made up 0.01% of Lucia Wealth Services's portfolio in Q3 2020, its #156 holding.
  • Lucia Wealth Services first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2020 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.