TFA
JPS

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

Transamerica 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
2016
Q2 		– Sell
-8,900
Closed -$81K – 722
2016
Q1 		$81K Buy
+8,900
New +$79.5K 0.01% 329

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
CFP
Cornerstone Financial Partners Huntersville, North Carolina $306M AUM 18.73% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Transamerica Financial Advisors's JPS Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2016, closing a stake of 8,900 shares — an estimated $81K sold.

Transamerica Financial Advisors first reported a position in JPS in Q1 2016 and held it in 1 quarter. The position peaked at $81K in Q1 2016. 139 funds tracked by Wall St. Rank hold JPS as of Q2 2016.

  • Transamerica Financial Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 8,900 Nuveen Preferred & Income Securities Fund shares in Q2 2016, an estimated $81K.
  • Transamerica Financial Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2016 and held it in 1 quarter.
  • Transamerica Financial Advisors's Nuveen Preferred & Income Securities Fund position peaked at $81K in Q1 2016.
  • 139 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.