Plante Moran Financial Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Plante Moran Financial 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 Q1	–	Sell	-28,441	Closed	-$285K	–	856
2019 Q4	$285K	Buy	+28,441	New	+$285K	0.1%	120
2014 Q3	–	Sell	-1,510	Closed	-$14K	–	868
2014 Q2	$14K	Buy	+1,510	New	+$13.4K	0.01%	449

Other funds holding JPS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Plante Moran Financial Advisors's JPS Position: Q1 2020 in Review

Plante Moran Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 28,441 shares — an estimated $285K sold.

Plante Moran Financial Advisors first reported a position in JPS in Q2 2014 and held it in 2 quarters. The position peaked at $285K in Q4 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

Plante Moran Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
Plante Moran Financial Advisors sold 28,441 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $285K.
Plante Moran Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2014 and held it in 2 quarters.
Plante Moran Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $285K in Q4 2019.
195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2020, filed 7 May 2020.