Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Northwestern Mutual 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
Q1 		– Sell
-1,480
Closed -$28K – 3766
2023
Q4 		$28K Hold
1,480
– – ﹤0.01% 2290
2023
Q3 		$26.8K Buy
1,480
+20
+1% +$363 ﹤0.01% 2208
2023
Q2 		$26.5K Buy
1,460
+33
+2% +$581 ﹤0.01% 2216
2023
Q1 		$25.8K Buy
1,427
+30
+2% +$604 ﹤0.01% 2177
2022
Q4 		$26.2K Buy
1,397
+29
+2% +$550 ﹤0.01% 2148
2022
Q3 		$25K Buy
1,368
+27
+2% +$562 ﹤0.01% 2123
2022
Q2 		$27K Buy
1,341
+33
+3% +$704 ﹤0.01% 2127
2022
Q1 		$30K Buy
1,308
+41
+3% +$966 ﹤0.01% 2142
2021
Q4 		$34K Buy
1,267
+29
+2% +$817 ﹤0.01% 2128
2021
Q3 		$35K Buy
1,238
+12
+1% +$367 ﹤0.01% 2023
2021
Q2 		$38K Buy
1,226
+19
+2% +$562 ﹤0.01% 1952
2021
Q1 		$33K Buy
+1,207
New +$32.7K ﹤0.01% 1875
2020
Q1 		– Sell
-4,815
Closed -$152K – 2710
2019
Q4 		$152K Hold
4,815
– – ﹤0.01% 1057
2019
Q3 		$142K Buy
+4,815
New +$139K ﹤0.01% 1023
2017
Q4 		– Sell
-7,760
Closed -$219K – 2420
2017
Q3 		$219K Buy
+7,760
New +$218K ﹤0.01% 658
2017
Q2 		– Sell
-11,131
Closed -$295K – 2128
2017
Q1 		$295K Buy
+11,131
New +$296K ﹤0.01% 568

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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSF Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2024, closing a stake of 1,480 shares — an estimated $28K sold.

Northwestern Mutual Wealth Management first reported a position in PSF in Q1 2017 and held it in 16 quarters. The position peaked at $295K in Q1 2017. 47 funds tracked by Wall St. Rank hold PSF as of Q1 2024.

  • Northwestern Mutual Wealth Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,480 Cohen & Steers Select Preferred & Income Fund shares in Q1 2024, an estimated $28K.
  • Northwestern Mutual Wealth Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2017 and held it in 16 quarters.
  • Northwestern Mutual Wealth Management's Cohen & Steers Select Preferred & Income Fund position peaked at $295K in Q1 2017.
  • 47 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.