WIA
JPS

Westbourne Investment Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Westbourne Investment 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
Q2 		– Sell
-26,600
Closed -$193K – 89
2020
Q1 		$193K Hold
26,600
– – 0.18% 82
2019
Q4 		$267K Sell
26,600
-500
-2% -$5.01K 0.18% 86
2019
Q3 		$267K Hold
27,100
– – 0.2% 84
2019
Q2 		$257K Sell
27,100
-1,500
-5% -$13.9K 0.21% 80
2019
Q1 		$257K Sell
28,600
-600
-2% -$5.33K 0.2% 84
2018
Q4 		$242K Sell
29,200
-500
-2% -$4.14K 0.21% 83
2018
Q3 		$261K Sell
29,700
-600
-2% -$5.31K 0.19% 88
2018
Q2 		$267K Hold
30,300
– – 0.23% 80
2018
Q1 		$296K Sell
30,300
-200
-0.7% -$1.92K 0.24% 86
2017
Q4 		$311K Buy
30,500
+3,100
+11% +$32K 0.24% 88
2017
Q3 		$285K Buy
+27,400
New +$281K 0.22% 90
2017
Q2 		– Sell
-30,550
Closed -$291K – 109
2017
Q1 		$291K Buy
30,550
+3,136
+11% +$29.8K 0.24% 88
2016
Q4 		$255K Buy
27,414
+600
+2% +$5.44K 0.22% 87
2016
Q3 		$257K Hold
26,814
– – 0.23% 88
2016
Q2 		$248K Buy
26,814
+564
+2% +$5.14K 0.22% 92
2016
Q1 		$236K Hold
26,250
– – 0.23% 91
2015
Q4 		$239K Sell
26,250
-1,400
-5% -$12.7K 0.23% 92
2015
Q3 		$242K Hold
27,650
– – 0.24% 96
2015
Q2 		$234K Buy
+27,650
New +$247K 0.21% 97

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Westbourne Investment Advisors's JPS Position: Q2 2020 in Review

Westbourne Investment Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2020, closing a stake of 26,600 shares — an estimated $193K sold.

Westbourne Investment Advisors first reported a position in JPS in Q2 2015 and held it in 19 quarters. The position peaked at $311K in Q4 2017. 180 funds tracked by Wall St. Rank hold JPS as of Q2 2020.

  • Westbourne Investment Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 26,600 Nuveen Preferred & Income Securities Fund shares in Q2 2020, an estimated $193K.
  • Westbourne Investment Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2015 and held it in 19 quarters.
  • Westbourne Investment Advisors's Nuveen Preferred & Income Securities Fund position peaked at $311K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2020.

Based on Westbourne Investment Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.