NPC
JPS

National Planning Corporation’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-129,880
Closed -$1.35M – 656
2017
Q3 		$1.35M Sell
129,880
-15,065
-10% -$155K 0.11% 192
2017
Q2 		$1.5M Buy
144,945
+48,031
+50% +$478K 0.11% 201
2017
Q1 		$932K Sell
96,914
-11,140
-10% -$106K 0.07% 251
2016
Q4 		$1.05M Buy
108,054
+47,473
+78% +$430K 0.08% 227
2016
Q3 		$561K Buy
60,581
+105
+0.2% +$1K 0.04% 340
2016
Q2 		$578K Buy
60,476
+5,531
+10% +$50.4K 0.04% 344
2016
Q1 		$497K Sell
54,945
-3,175
-5% -$28.4K 0.04% 355
2015
Q4 		$523K Buy
58,120
+2,109
+4% +$19.1K 0.04% 395
2015
Q3 		$520K Sell
56,011
-1,049
-2% -$9.44K 0.05% 340
2015
Q2 		$522K Buy
57,060
+52
+0.1% +$465 0.05% 345
2015
Q1 		$523K Sell
57,008
-6,082
-10% -$56.1K 0.05% 343
2014
Q4 		$572K Sell
63,090
-440
-0.7% -$3.96K 0.04% 366
2014
Q3 		$554K Sell
63,530
-290
-0.5% -$2.6K 0.04% 376
2014
Q2 		$576K Sell
63,820
-10,461
-14% -$93.1K 0.05% 358
2014
Q1 		$649K Sell
74,281
-10,328
-12% -$87.5K 0.06% 313
2013
Q4 		$687K Sell
84,609
-31,703
-27% -$256K 0.06% 299
2013
Q3 		$943K Sell
116,312
-5,144
-4% -$42.5K 0.09% 226
2013
Q2 		$1.06M Buy
+121,456
New +$1.13M 0.13% 168

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

National Planning Corporation's JPS Position: Q4 2017 in Review

National Planning Corporation sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2017, closing a stake of 129,880 shares — an estimated $1.35M sold.

National Planning Corporation first reported a position in JPS in Q2 2013 and held it in 18 quarters. The position peaked at $1.5M in Q2 2017. 157 funds tracked by Wall St. Rank hold JPS as of Q4 2017.

  • National Planning Corporation reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 129,880 Nuveen Preferred & Income Securities Fund shares in Q4 2017, an estimated $1.35M.
  • National Planning Corporation first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Nuveen Preferred & Income Securities Fund position peaked at $1.5M in Q2 2017.
  • 157 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.