PGWM
JPS

Parisi Gray Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Parisi Gray Wealth 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
2018
Q1 		– Sell
-400
Closed -$4K – 667
2017
Q4 		$4K Buy
+400
New +$4.12K ﹤0.01% 579

Other funds holding JPS

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Parisi Gray Wealth Management's JPS Position: Q1 2018 in Review

Parisi Gray Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2018, closing a stake of 400 shares — an estimated $4K sold.

Parisi Gray Wealth Management first reported a position in JPS in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 159 funds tracked by Wall St. Rank hold JPS as of Q1 2018.

  • Parisi Gray Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2018 after selling out during the quarter.
  • Parisi Gray Wealth Management sold 400 Nuveen Preferred & Income Securities Fund shares in Q1 2018, an estimated $4K.
  • Parisi Gray Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2017 and held it in 1 quarter.
  • Parisi Gray Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $4K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2018, filed 11 May 2018.