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6 Meridian’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History

6 Meridian’s Portfolio PTA Stock Details PTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.6M Buy
+66,425
New +$1.62M 0.12% 101

Other funds holding PTA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

6 Meridian's PTA Position: Q4 2021 in Review

6 Meridian opened a new position in Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund (PTA) in Q4 2021: 66,425 shares worth $1.6M. The stake represents 0.12% of the portfolio and ranks #101 among its holdings.

40 funds tracked by Wall St. Rank hold PTA as of Q4 2021.

  • 6 Meridian held 66,425 shares of Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund worth $1.6M as of Q4 2021.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund was a new 6 Meridian position in Q4 2021.
  • Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund made up 0.12% of 6 Meridian's portfolio in Q4 2021, its #101 holding.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.