WAM
JPS

Wealthspire Advisors (Maryland)’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q1 		– Sell
-2,744
Closed -$26K – 2041
2016
Q4 		$26K Hold
2,744
– – ﹤0.01% 950
2016
Q3 		$26K Hold
2,744
– – ﹤0.01% 991
2016
Q2 		$25K Hold
2,744
– – ﹤0.01% 929
2016
Q1 		$25K Hold
2,744
– – ﹤0.01% 890
2015
Q4 		$25K Buy
+2,744
New +$24.8K ﹤0.01% 909

Other funds holding JPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s JPS Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2017, closing a stake of 2,744 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in JPS in Q4 2015 and held it in 5 quarters. The position peaked at $26K in Q4 2016. 145 funds tracked by Wall St. Rank hold JPS as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,744 Nuveen Preferred & Income Securities Fund shares in Q1 2017, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Nuveen Preferred & Income Securities Fund position peaked at $26K in Q4 2016.
  • 145 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.