WA
JPS

WealthTrust-Arizona’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

WealthTrust-Arizona’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
2013
Q4 		– Sell
-9
Closed – – 685
2013
Q3 		$0 Hold
9
– – ﹤0.01% 677
2013
Q2 		$0 Buy
+9
New +$84 ﹤0.01% 642

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

WealthTrust-Arizona's JPS Position: Q4 2013 in Review

WealthTrust-Arizona sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2013, closing a stake of 9 shares.

WealthTrust-Arizona first reported a position in JPS in Q2 2013 and held it in 2 quarters. The position peaked at $0 in Q3 2013. 106 funds tracked by Wall St. Rank hold JPS as of Q4 2013.

  • WealthTrust-Arizona reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2013 after selling out during the quarter.
  • WealthTrust-Arizona sold 9 Nuveen Preferred & Income Securities Fund shares in Q4 2013.
  • WealthTrust-Arizona first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 2 quarters.
  • WealthTrust-Arizona's Nuveen Preferred & Income Securities Fund position peaked at $0 in Q3 2013.
  • 106 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2013.

Based on WealthTrust-Arizona's 13F filing for Q4 2013, filed 22 Jan 2014.