Taylor Hoffman Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Taylor Hoffman Wealth 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
2020 Q3	–	Sell	-3,020	Closed	-$26K	–	386
2020 Q2	$26K	Buy	+3,020	New	+$24.4K	0.02%	244
2020 Q1	–	Sell	-3,020	Closed	-$30K	–	407
2019 Q4	$30K	Hold	3,020	–	–	0.02%	253
2019 Q3	$30K	Hold	3,020	–	–	0.02%	244
2019 Q2	$29K	Hold	3,020	–	–	0.02%	231
2019 Q1	$27K	Hold	3,020	–	–	0.02%	239
2018 Q4	$25K	Hold	3,020	–	–	0.02%	229
2018 Q3	$27K	Buy	+3,020	New	+$26.7K	0.02%	226

Other funds holding JPS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Taylor Hoffman Wealth Management's JPS Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2020, closing a stake of 3,020 shares — an estimated $26K sold.

Taylor Hoffman Wealth Management first reported a position in JPS in Q3 2018 and held it in 7 quarters. The position peaked at $30K in Q4 2019. 175 funds tracked by Wall St. Rank hold JPS as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 3,020 Nuveen Preferred & Income Securities Fund shares in Q3 2020, an estimated $26K.
Taylor Hoffman Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2018 and held it in 7 quarters.
Taylor Hoffman Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $30K in Q4 2019.
175 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.