Parkside Financial Bank & Trust’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Parkside Financial Bank & Trust’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 Q1	–	Sell	-300	Closed	-$2.04K	–	2125
2022 Q4	$2.04K	Buy	+300	New	+$2.05K	﹤0.01%	1676

Other funds holding JPS

RCM

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Parkside Financial Bank & Trust's JPS Position: Q1 2023 in Review

Parkside Financial Bank & Trust sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 300 shares — an estimated $2.04K sold.

Parkside Financial Bank & Trust first reported a position in JPS in Q4 2022 and held it in 1 quarter. The position peaked at $2.04K in Q4 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

Parkside Financial Bank & Trust reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
Parkside Financial Bank & Trust sold 300 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $2.04K.
Parkside Financial Bank & Trust first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 1 quarter.
Parkside Financial Bank & Trust's Nuveen Preferred & Income Securities Fund position peaked at $2.04K in Q4 2022.
212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2023, filed 4 May 2023.