SignalPoint Asset Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

SignalPoint Asset Management’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 Q3	–	Sell	-27,275	Closed	-$252K	–	252
2016 Q2	$252K	Buy	27,275 +434	+2%	+$3.96K	0.11%	197
2016 Q1	$241K	Buy	26,841 +428	+2%	+$3.82K	0.1%	192
2015 Q4	$240K	Buy	26,413 +2,416	+10%	+$21.9K	0.11%	164
2015 Q3	$209K	Buy	23,997 +6,627	+38%	+$59.6K	0.09%	177
2015 Q2	$282K	Hold	17,370	–	–	0.12%	145
2015 Q1	$282K	Buy	17,370 +2,277	+15%	+$21K	0.12%	145
2014 Q4	$134K	Buy	15,093 +268	+2%	+$2.41K	0.06%	157
2014 Q3	$129K	Buy	14,825 +198	+1%	+$1.77K	0.06%	155
2014 Q2	$132K	Buy	14,627 +66	+0.5%	+$587	0.06%	163
2014 Q1	$126K	Buy	14,561 +3,522	+32%	+$29.8K	0.06%	156
2013 Q4	$90K	Buy	+11,039	New	+$89.2K	0.04%	164

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

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

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

CFP

Cornerstone Financial Partners Huntersville, North Carolina $306M AUM 18.73% 1-Year Est. Return

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

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

SignalPoint Asset Management's JPS Position: Q3 2016 in Review

SignalPoint Asset Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2016, closing a stake of 27,275 shares — an estimated $252K sold.

SignalPoint Asset Management first reported a position in JPS in Q4 2013 and held it in 11 quarters. The position peaked at $282K in Q2 2015. 132 funds tracked by Wall St. Rank hold JPS as of Q3 2016.

SignalPoint Asset Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2016 after selling out during the quarter.
SignalPoint Asset Management sold 27,275 Nuveen Preferred & Income Securities Fund shares in Q3 2016, an estimated $252K.
SignalPoint Asset Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2013 and held it in 11 quarters.
SignalPoint Asset Management's Nuveen Preferred & Income Securities Fund position peaked at $282K in Q2 2015.
132 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2016.

Based on SignalPoint Asset Management's 13F filing for Q3 2016, filed 1 Nov 2016.