XF
JPS

XML Financial’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

XML Financial’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
-50,238
Closed -$365K – 201
2020
Q1 		$365K Buy
+50,238
New +$465K 0.16% 104

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 $71.6B AUM 21.08% 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

XML Financial's JPS Position: Q2 2020 in Review

XML Financial sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2020, closing a stake of 50,238 shares — an estimated $365K sold.

XML Financial first reported a position in JPS in Q1 2020 and held it in 1 quarter. The position peaked at $365K in Q1 2020. 180 funds tracked by Wall St. Rank hold JPS as of Q2 2020.

  • XML Financial reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2020 after selling out during the quarter.
  • XML Financial sold 50,238 Nuveen Preferred & Income Securities Fund shares in Q2 2020, an estimated $365K.
  • XML Financial first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2020 and held it in 1 quarter.
  • XML Financial's Nuveen Preferred & Income Securities Fund position peaked at $365K in Q1 2020.
  • 180 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2020.

Based on XML Financial's 13F filing for Q2 2020, filed 31 Jul 2020.