WealthBridge Capital Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

WealthBridge Capital 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 Q1	–	Sell	-11,930	Closed	-$120K	–	139
2019 Q4	$120K	Buy	11,930 +81	+0.7%	+$812	0.08%	123
2019 Q3	$117K	Buy	11,849 +256	+2%	+$2.49K	0.08%	120
2019 Q2	$96K	Sell	11,593 -144	-1%	-$1.34K	0.09%	109
2019 Q1	$109K	Buy	11,737 +144	+1%	+$1.28K	0.07%	178
2018 Q4	$96K	Buy	+11,593	New	+$96K	0.07%	166

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

WealthBridge Capital Management's JPS Position: Q1 2020 in Review

WealthBridge Capital Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2020, closing a stake of 11,930 shares — an estimated $120K sold.

WealthBridge Capital Management first reported a position in JPS in Q4 2018 and held it in 5 quarters. The position peaked at $120K in Q4 2019. 195 funds tracked by Wall St. Rank hold JPS as of Q1 2020.

WealthBridge Capital Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2020 after selling out during the quarter.
WealthBridge Capital Management sold 11,930 Nuveen Preferred & Income Securities Fund shares in Q1 2020, an estimated $120K.
WealthBridge Capital Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's Nuveen Preferred & Income Securities Fund position peaked at $120K in Q4 2019.
195 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2020.

Based on WealthBridge Capital Management's 13F filing for Q1 2020, filed 15 May 2020.