CAM
JPS

Cresset Asset Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Cresset 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
2023
Q3 		– Sell
-27,625
Closed -$177K – 2009
2023
Q2 		$177K Buy
+27,625
New +$175K ﹤0.01% 1758

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Cresset Asset Management's JPS Position: Q3 2023 in Review

Cresset Asset Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2023, closing a stake of 27,625 shares — an estimated $177K sold.

Cresset Asset Management first reported a position in JPS in Q2 2023 and held it in 1 quarter. The position peaked at $177K in Q2 2023. 222 funds tracked by Wall St. Rank hold JPS as of Q3 2023.

  • Cresset Asset Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2023 after selling out during the quarter.
  • Cresset Asset Management sold 27,625 Nuveen Preferred & Income Securities Fund shares in Q3 2023, an estimated $177K.
  • Cresset Asset Management first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2023 and held it in 1 quarter.
  • Cresset Asset Management's Nuveen Preferred & Income Securities Fund position peaked at $177K in Q2 2023.
  • 222 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2023.

Based on Cresset Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.