Windsor Capital Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Windsor Capital 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
2015 Q4	–	Sell	-1,000	Closed	-$8K	–	461
2015 Q3	$8K	Buy	+1,000	New	+$9K	﹤0.01%	360
2014 Q1	–	Sell	-1,000	Closed	-$8K	–	317
2013 Q4	$8K	Hold	1,000	–	–	﹤0.01%	353
2013 Q3	$8K	Sell	1,000 -900	-47%	-$7.44K	﹤0.01%	360
2013 Q2	$17K	Buy	+1,900	New	+$17.7K	0.01%	279

Other funds holding JPS

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

TFMS

Trust & Fiduciary Management Services Boston, Massachusetts $126M AUM 9.97% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Windsor Capital Management's JPS Position: Q4 2015 in Review

Windsor Capital Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2015, closing a stake of 1,000 shares — an estimated $8K sold.

Windsor Capital Management first reported a position in JPS in Q2 2013 and held it in 4 quarters. The position peaked at $17K in Q2 2013. 101 funds tracked by Wall St. Rank hold JPS as of Q4 2015.

Windsor Capital Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 1,000 Nuveen Preferred & Income Securities Fund shares in Q4 2015, an estimated $8K.
Windsor Capital Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's Nuveen Preferred & Income Securities Fund position peaked at $17K in Q2 2013.
101 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.