TRUE Private Wealth Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

TRUE Private Wealth 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
2020 Q1	–	Sell	-5,990	Closed	-$60K	–	867
2019 Q4	$60K	Buy	+5,990	New	+$60K	0.01%	345
2019 Q3	–	Sell	-4,206	Closed	-$40K	–	766
2019 Q2	$40K	Buy	+4,206	New	+$39.1K	0.01%	373

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

RJFSA

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

TRUE Private Wealth Advisors's JPS Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 5,990 shares — an estimated $60K sold.

TRUE Private Wealth Advisors first reported a position in JPS in Q2 2019 and held it in 2 quarters. The position peaked at $60K in Q4 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,990 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $60K.
TRUE Private Wealth Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2019 and held it in 2 quarters.
TRUE Private Wealth Advisors's Nuveen Preferred & Income Securities Fund position peaked at $60K in Q4 2019.
195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.