WealthPLAN Partners’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

WealthPLAN Partners’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
2018 Q4	–	Sell	-11,094	Closed	-$91K	–	279
2018 Q3	$91K	Sell	11,094 -18,088	-62%	-$160K	0.02%	246
2018 Q2	$257K	Buy	29,182 +10,620	+57%	+$99.7K	0.05%	209
2018 Q1	$182K	Buy	+18,562	New	+$178K	0.04%	256

Other funds holding JPS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's JPS Position: Q4 2018 in Review

WealthPLAN Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2018, closing a stake of 11,094 shares — an estimated $91K sold.

WealthPLAN Partners first reported a position in JPS in Q1 2018 and held it in 3 quarters. The position peaked at $257K in Q2 2018. 180 funds tracked by Wall St. Rank hold JPS as of Q4 2018.

WealthPLAN Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2018 after selling out during the quarter.
WealthPLAN Partners sold 11,094 Nuveen Preferred & Income Securities Fund shares in Q4 2018, an estimated $91K.
WealthPLAN Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2018 and held it in 3 quarters.
WealthPLAN Partners's Nuveen Preferred & Income Securities Fund position peaked at $257K in Q2 2018.
180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2018.

Based on WealthPLAN Partners's 13F filing for Q4 2018, filed 20 Feb 2019.