Wilbanks Smith & Thomas Asset Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-9,300	Closed	-$82K	–	1388
2018 Q3	$82K	Buy	+9,300	New	+$82.3K	0.01%	587

Other funds holding JPS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's JPS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2018, closing a stake of 9,300 shares — an estimated $82K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in JPS in Q3 2018 and held it in 1 quarter. The position peaked at $82K in Q3 2018. 180 funds tracked by Wall St. Rank hold JPS as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 9,300 Nuveen Preferred & Income Securities Fund shares in Q4 2018, an estimated $82K.
Wilbanks Smith & Thomas Asset Management first reported a position in Nuveen Preferred & Income Securities Fund in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's Nuveen Preferred & Income Securities Fund position peaked at $82K in Q3 2018.
180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.