Seizert Capital Partners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Seizert Capital Partners’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 Q1	–	Sell	-15,601	Closed	-$145K	–	250
2016 Q4	$145K	Hold	15,601	–	–	0.01%	222
2016 Q3	$150K	Hold	15,601	–	–	0.01%	224
2016 Q2	$144K	Buy	15,601 +1,132	+8%	+$10.3K	0.01%	224
2016 Q1	$130K	Buy	14,469 +2,219	+18%	+$19.8K	﹤0.01%	227
2015 Q4	$112K	Hold	12,250	–	–	﹤0.01%	221
2015 Q3	$107K	Buy	+12,250	New	+$110K	﹤0.01%	192

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Seizert Capital Partners's JPS Position: Q1 2017 in Review

Seizert Capital Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2017, closing a stake of 15,601 shares — an estimated $145K sold.

Seizert Capital Partners first reported a position in JPS in Q3 2015 and held it in 6 quarters. The position peaked at $150K in Q3 2016. 145 funds tracked by Wall St. Rank hold JPS as of Q1 2017.

Seizert Capital Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2017 after selling out during the quarter.
Seizert Capital Partners sold 15,601 Nuveen Preferred & Income Securities Fund shares in Q1 2017, an estimated $145K.
Seizert Capital Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2015 and held it in 6 quarters.
Seizert Capital Partners's Nuveen Preferred & Income Securities Fund position peaked at $150K in Q3 2016.
145 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2017.

Based on Seizert Capital Partners's 13F filing for Q1 2017, filed 10 May 2017.