KWM
JPS

Kolinsky Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Kolinsky Wealth 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
Q4 		– Sell
-10,286
Closed -$63.5K – 147
2023
Q3 		$63.5K Sell
10,286
-1,024
-9% -$6.51K 0.06% 129
2023
Q2 		$71.8K Buy
11,310
+18
+0.2% +$114 0.07% 134
2023
Q1 		$73K Buy
+11,292
New +$79.6K 0.08% 124
2022
Q4 		– Sell
-12,296
Closed -$81K – 137
2022
Q3 		$81K Hold
12,296
– – 0.1% 111
2022
Q2 		$89K Hold
12,296
– – 0.11% 117
2022
Q1 		$103K Hold
12,296
– – 0.1% 132
2021
Q4 		$120K Buy
+12,296
New +$119K 0.11% 142

Other funds holding JPS

MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.74B AUM 34.09% 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 $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kolinsky Wealth Management's JPS Position: Q4 2023 in Review

Kolinsky Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 10,286 shares — an estimated $63.5K sold.

Kolinsky Wealth Management first reported a position in JPS in Q4 2021 and held it in 7 quarters. The position peaked at $120K in Q4 2021. 4 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Kolinsky Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Kolinsky Wealth Management sold 10,286 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $63.5K.
  • Kolinsky Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 7 quarters.
  • Kolinsky Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $120K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Kolinsky Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.