Ironwood Investment Counsel’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Ironwood Investment Counsel’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 Q2	–	Sell	-10,000	Closed	-$64.6K	–	227
2023 Q1	$64.6K	Hold	10,000	–	–	0.02%	208
2022 Q4	$68K	Hold	10,000	–	–	0.02%	205
2022 Q3	$65K	Hold	10,000	–	–	0.02%	181
2022 Q2	$72K	Hold	10,000	–	–	0.02%	189
2022 Q1	$84K	Buy	+10,000	New	+$87.9K	0.02%	211

Other funds holding JPS

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return

Ironwood Investment Counsel's JPS Position: Q2 2023 in Review

Ironwood Investment Counsel sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q2 2023, closing a stake of 10,000 shares — an estimated $64.6K sold.

Ironwood Investment Counsel first reported a position in JPS in Q1 2022 and held it in 5 quarters. The position peaked at $84K in Q1 2022. 213 funds tracked by Wall St. Rank hold JPS as of Q2 2023.

Ironwood Investment Counsel reported no remaining Nuveen Preferred & Income Securities Fund position as of Q2 2023 after selling out during the quarter.
Ironwood Investment Counsel sold 10,000 Nuveen Preferred & Income Securities Fund shares in Q2 2023, an estimated $64.6K.
Ironwood Investment Counsel first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2022 and held it in 5 quarters.
Ironwood Investment Counsel's Nuveen Preferred & Income Securities Fund position peaked at $84K in Q1 2022.
213 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q2 2023.

Based on Ironwood Investment Counsel's 13F filing for Q2 2023, filed 8 Aug 2023.