SFA
JPS

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

Sequoia 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
2019
Q2 		– Sell
-18,717
Closed -$168K – 391
2019
Q1 		$168K Buy
+18,717
New +$166K 0.01% 347

Other funds holding JPS

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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
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sequoia Financial Advisors's JPS Position: Q2 2019 in Review

Sequoia Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2019, closing a stake of 18,717 shares — an estimated $168K sold.

Sequoia Financial Advisors first reported a position in JPS in Q1 2019 and held it in 1 quarter. The position peaked at $168K in Q1 2019. 183 funds tracked by Wall St. Rank hold JPS as of Q2 2019.

  • Sequoia Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2019 after selling out during the quarter.
  • Sequoia Financial Advisors sold 18,717 Nuveen Preferred & Income Securities Fund shares in Q2 2019, an estimated $168K.
  • Sequoia Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2019 and held it in 1 quarter.
  • Sequoia Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $168K in Q1 2019.
  • 183 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2019.

Based on Sequoia Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.