MLFP
JPS

MPS Loria Financial Planners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-1,623
Closed -$16K – 361
2017
Q2 		$16K Buy
+1,623
New +$16.2K 0.01% 254

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MPS Loria Financial Planners's JPS Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2017, closing a stake of 1,623 shares — an estimated $16K sold.

MPS Loria Financial Planners first reported a position in JPS in Q2 2017 and held it in 1 quarter. The position peaked at $16K in Q2 2017. 138 funds tracked by Wall St. Rank hold JPS as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,623 Nuveen Preferred & Income Securities Fund shares in Q3 2017, an estimated $16K.
  • MPS Loria Financial Planners first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Nuveen Preferred & Income Securities Fund position peaked at $16K in Q2 2017.
  • 138 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.