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

Mutual 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
2020 Q2	–	Sell	-13,912	Closed	-$101K	–	685
2020 Q1	$101K	Buy	13,912 +26	+0.2%	+$241	0.01%	535
2019 Q4	$139K	Buy	13,886 +50	+0.4%	+$501	0.01%	578
2019 Q3	$136K	Buy	13,836 +39	+0.3%	+$379	0.02%	520
2019 Q2	$131K	Sell	13,797 -4,934	-26%	-$45.8K	0.02%	551
2019 Q1	$169K	Buy	18,731 +87	+0.5%	+$772	0.03%	455
2018 Q4	$154K	Buy	18,644 +186	+1%	+$1.54K	0.03%	410
2018 Q3	$162K	Buy	+18,458	New	+$163K	0.02%	463
2018 Q1	–	Sell	-10,382	Closed	-$106K	–	400
2017 Q4	$106K	Buy	+10,382	New	+$107K	0.04%	281

Other funds holding JPS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Mutual Advisors's JPS Position: Q2 2020 in Review

Mutual Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2020, closing a stake of 13,912 shares — an estimated $101K sold.

Mutual Advisors first reported a position in JPS in Q4 2017 and held it in 8 quarters. The position peaked at $169K in Q1 2019. 180 funds tracked by Wall St. Rank hold JPS as of Q2 2020.

Mutual Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2020 after selling out during the quarter.
Mutual Advisors sold 13,912 Nuveen Preferred & Income Securities Fund shares in Q2 2020, an estimated $101K.
Mutual Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 8 quarters.
Mutual Advisors's Nuveen Preferred & Income Securities Fund position peaked at $169K in Q1 2019.
180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2020.

Based on Mutual Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.