Regal Wealth Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Regal Wealth Group’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 Q2	–	Sell	-6,837	Closed	-$67K	–	179
2018 Q1	$67K	Buy	6,837 +1	+0%	+$10	0.05%	67
2017 Q4	$70K	Sell	6,836 -1	-0%	-$10	0.05%	66
2017 Q3	$71K	Buy	6,837 +82	+1%	+$841	0.05%	63
2017 Q2	$69K	Buy	6,755 +127	+2%	+$1.26K	0.05%	65
2017 Q1	$63K	Buy	6,628 +85	+1%	+$808	0.05%	68
2016 Q4	$61K	Buy	6,543 +174	+3%	+$1.58K	0.05%	66
2016 Q3	$61K	Buy	6,369 +121	+2%	+$1.16K	0.06%	58
2016 Q2	$58K	Sell	6,248 -419	-6%	-$3.82K	0.05%	60
2016 Q1	$55K	Hold	6,667	–	–	0.05%	60
2015 Q4	$55K	Buy	+6,667	New	+$60.4K	0.05%	61

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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

Regal Wealth Group's JPS Position: Q2 2018 in Review

Regal Wealth Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2018, closing a stake of 6,837 shares — an estimated $67K sold.

Regal Wealth Group first reported a position in JPS in Q4 2015 and held it in 10 quarters. The position peaked at $71K in Q3 2017. 166 funds tracked by Wall St. Rank hold JPS as of Q2 2018.

Regal Wealth Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2018 after selling out during the quarter.
Regal Wealth Group sold 6,837 Nuveen Preferred & Income Securities Fund shares in Q2 2018, an estimated $67K.
Regal Wealth Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2015 and held it in 10 quarters.
Regal Wealth Group's Nuveen Preferred & Income Securities Fund position peaked at $71K in Q3 2017.
166 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2018.

Based on Regal Wealth Group's 13F filing for Q2 2018, filed 30 Jul 2018.