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JP Morgan Private Wealth Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

JP Morgan Private Wealth Advisors’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
2018
Q2 		– Sell
-9,774
Closed -$254K – 1511
2018
Q1 		$254K Buy
+9,774
New +$262K ﹤0.01% 1109

Other funds holding PSF

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PSF Position: Q2 2018 in Review

JP Morgan Private Wealth Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2018, closing a stake of 9,774 shares — an estimated $254K sold.

JP Morgan Private Wealth Advisors first reported a position in PSF in Q1 2018 and held it in 1 quarter. The position peaked at $254K in Q1 2018. 27 funds tracked by Wall St. Rank hold PSF as of Q2 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 9,774 Cohen & Steers Select Preferred & Income Fund shares in Q2 2018, an estimated $254K.
  • JP Morgan Private Wealth Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2018 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $254K in Q1 2018.
  • 27 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.