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

WFG 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
2017 Q2	$278K	Buy	27,194 +6,190	+29%	+$61.6K	0.06%	297
2017 Q1	$200K	Sell	21,004 -9,553	-31%	-$90.8K	0.05%	338
2016 Q4	$284K	Buy	30,557 +34	+0.1%	+$308	0.07%	292
2016 Q3	$293K	Buy	30,523 +1,023	+3%	+$9.76K	0.07%	273
2016 Q2	$273K	Buy	29,500 +20,600	+231%	+$188K	0.07%	259
2016 Q1	$80K	Sell	8,900 -500	-5%	-$4.47K	0.02%	537
2015 Q4	$86K	Buy	9,400 +3,900	+71%	+$35.3K	0.03%	509
2015 Q3	$48K	Hold	5,500	–	–	0.02%	657
2015 Q2	$47K	Buy	+5,500	New	+$49.2K	0.01%	748

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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

Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WFG Advisors's JPS Position: Q2 2017 in Review

WFG Advisors increased its Nuveen Preferred & Income Securities Fund (JPS) stake by 29% in Q2 2017, buying an estimated $61.6K and bringing the position to 27,194 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #297.

WFG Advisors first reported a position in JPS in Q2 2015 and has held it in 9 quarters since. The position peaked at $293K in Q3 2016. 146 funds tracked by Wall St. Rank hold JPS as of Q2 2017.

WFG Advisors held 27,194 shares of Nuveen Preferred & Income Securities Fund worth $278K as of Q2 2017.
WFG Advisors bought 6,190 Nuveen Preferred & Income Securities Fund shares in Q2 2017, an estimated $61.6K.
Nuveen Preferred & Income Securities Fund made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #297 holding.
WFG Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2015 and has held it in 9 quarters since.
WFG Advisors's Nuveen Preferred & Income Securities Fund position peaked at $293K in Q3 2016.
146 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.