MGAM
JPS

McGowan Group Asset Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

McGowan Group Asset 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
2016
Q3 		– Sell
-609,362
Closed -$5.64M – 98
2016
Q2 		$5.64M Buy
+609,362
New +$5.55M 1.01% 25

Other funds holding JPS

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CFP
Cornerstone Financial Partners Huntersville, North Carolina $306M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

McGowan Group Asset Management's JPS Position: Q3 2016 in Review

McGowan Group Asset Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2016, closing a stake of 609,362 shares — an estimated $5.64M sold.

McGowan Group Asset Management first reported a position in JPS in Q2 2016 and held it in 1 quarter. The position peaked at $5.64M in Q2 2016. 132 funds tracked by Wall St. Rank hold JPS as of Q3 2016.

  • McGowan Group Asset Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2016 after selling out during the quarter.
  • McGowan Group Asset Management sold 609,362 Nuveen Preferred & Income Securities Fund shares in Q3 2016, an estimated $5.64M.
  • McGowan Group Asset Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2016 and held it in 1 quarter.
  • McGowan Group Asset Management's Nuveen Preferred & Income Securities Fund position peaked at $5.64M in Q2 2016.
  • 132 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2016.

Based on McGowan Group Asset Management's 13F filing for Q3 2016, filed 10 Nov 2016.