KFS
JPS

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

Kelly Financial Services’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
Q4 		– Sell
-668
Closed -$4.12K – 816
2023
Q3 		$4.12K Buy
668
+12
+2% +$76 ﹤0.01% 472
2023
Q2 		$4.19K Buy
656
+11
+2% +$70 ﹤0.01% 470
2023
Q1 		$4.16K Buy
+645
New +$4.55K ﹤0.01% 451

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Kelly Financial Services's JPS Position: Q4 2023 in Review

Kelly Financial Services sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 668 shares — an estimated $4.12K sold.

Kelly Financial Services first reported a position in JPS in Q1 2023 and held it in 3 quarters. The position peaked at $4.19K in Q2 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Kelly Financial Services reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Kelly Financial Services sold 668 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $4.12K.
  • Kelly Financial Services first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2023 and held it in 3 quarters.
  • Kelly Financial Services's Nuveen Preferred & Income Securities Fund position peaked at $4.19K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Kelly Financial Services's 13F filing for Q4 2023, filed 17 Jul 2024.