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

Sunnymeath 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 Q4	$2K	Buy	+175	New	+$1.59K	﹤0.01%	140
2016 Q3	–	Sell	-175	Closed	-$2K	–	158
2016 Q2	$2K	Hold	175	–	–	﹤0.01%	144
2016 Q1	$2K	Hold	175	–	–	﹤0.01%	138
2015 Q4	$2K	Buy	+175	New	+$1.58K	﹤0.01%	113

Other funds holding JPS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

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

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Sunnymeath Asset Management's JPS Position: Q4 2016 in Review

Sunnymeath Asset Management opened a new position in Nuveen Preferred & Income Securities Fund (JPS) in Q4 2016: 175 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #140 among its holdings. This is a return to the name: Sunnymeath Asset Management previously reported a position in JPS as recently as Q2 2016.

Sunnymeath Asset Management first reported a position in JPS in Q4 2015 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold JPS as of Q4 2016.

Sunnymeath Asset Management held 175 shares of Nuveen Preferred & Income Securities Fund worth $2K as of Q4 2016.
Nuveen Preferred & Income Securities Fund was a new Sunnymeath Asset Management position in Q4 2016.
Nuveen Preferred & Income Securities Fund made up ﹤0.01% of Sunnymeath Asset Management's portfolio in Q4 2016, its #140 holding.
Sunnymeath Asset Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2015 and has held it in 4 quarters since.
155 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.