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Gilliland Jeter Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio PSF Stock Details PSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-320
Closed -$6.86K – 524
2024
Q3 		$6.86K Hold
320
– – ﹤0.01% 487
2024
Q2 		$6.33K Sell
320
-1,729
-84% -$33.4K ﹤0.01% 480
2024
Q1 		$41K Buy
+2,049
New +$40K 0.01% 306

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Gilliland Jeter Wealth Management's PSF Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2024, closing a stake of 320 shares — an estimated $6.86K sold.

Gilliland Jeter Wealth Management first reported a position in PSF in Q1 2024 and held it in 3 quarters. The position peaked at $41K in Q1 2024. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 320 Cohen & Steers Select Preferred & Income Fund shares in Q4 2024, an estimated $6.86K.
  • Gilliland Jeter Wealth Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Cohen & Steers Select Preferred & Income Fund position peaked at $41K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.