SMG
JPS

Spectrum Management Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Spectrum Management 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
2017
Q4 		– Sell
-33,571
Closed -$349K – 439
2017
Q3 		$349K Buy
+33,571
New +$344K 0.11% 99

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Spectrum Management Group's JPS Position: Q4 2017 in Review

Spectrum Management Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2017, closing a stake of 33,571 shares — an estimated $349K sold.

Spectrum Management Group first reported a position in JPS in Q3 2017 and held it in 1 quarter. The position peaked at $349K in Q3 2017. 157 funds tracked by Wall St. Rank hold JPS as of Q4 2017.

  • Spectrum Management Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2017 after selling out during the quarter.
  • Spectrum Management Group sold 33,571 Nuveen Preferred & Income Securities Fund shares in Q4 2017, an estimated $349K.
  • Spectrum Management Group first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2017 and held it in 1 quarter.
  • Spectrum Management Group's Nuveen Preferred & Income Securities Fund position peaked at $349K in Q3 2017.
  • 157 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2017.

Based on Spectrum Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.