RFA
JPS

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

Reilly 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
2016
Q2 		– Sell
-2,000
Closed -$18K – 995
2016
Q1 		$18K Hold
2,000
– – ﹤0.01% 628
2015
Q4 		$18K Buy
+2,000
New +$18.1K ﹤0.01% 644

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.38B AUM 42.43% 1-Year Est. Return

Reilly Financial Advisors's JPS Position: Q1 2020 in Review

Reilly Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 500 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in JPS in Q2 2015 and held it in 17 quarters. The position peaked at $29K in Q1 2017. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

  • Reilly Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 500 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2015 and held it in 17 quarters.
  • Reilly Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $29K in Q1 2017.
  • 195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on Reilly Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.