Advisornet Financial’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Advisornet Financial’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
2023 Q3	–	Sell	-1,000	Closed	-$18.2K	–	2393
2023 Q2	$18.2K	Hold	1,000	–	–	﹤0.01%	1123
2023 Q1	$18.1K	Hold	1,000	–	–	﹤0.01%	1110
2022 Q4	$18.7K	Hold	1,000	–	–	﹤0.01%	1074
2022 Q3	$18K	Hold	1,000	–	–	﹤0.01%	1146
2022 Q2	$20K	Hold	1,000	–	–	﹤0.01%	1130
2022 Q1	$23K	Sell	1,000 -11,915	-92%	-$281K	﹤0.01%	1206
2021 Q4	$346K	Hold	12,915	–	–	0.02%	474
2021 Q3	$368K	Hold	12,915	–	–	0.03%	424
2021 Q2	$396K	Hold	12,915	–	–	0.03%	425
2021 Q1	$358K	Buy	12,915 +800	+7%	+$21.7K	0.03%	424
2020 Q4	$340K	Buy	12,115 +1,750	+17%	+$46.3K	0.03%	405
2020 Q3	$275K	Hold	10,365	–	–	0.02%	434
2020 Q2	$255K	Hold	10,365	–	–	0.02%	455
2020 Q1	$229K	Buy	10,365 +600	+6%	+$17.2K	0.02%	435
2019 Q4	$308K	Hold	9,765	–	–	0.03%	417
2019 Q3	$288K	Hold	9,765	–	–	0.03%	432
2019 Q2	$275K	Hold	9,765	–	–	0.03%	397
2019 Q1	$261K	Hold	9,765	–	–	0.03%	384
2018 Q4	$232K	Hold	9,765	–	–	0.03%	379
2018 Q3	$260K	Hold	9,765	–	–	0.03%	373
2018 Q2	$262K	Buy	9,765 +3,215	+49%	+$84K	0.04%	343
2018 Q1	$170K	Buy	6,550 +5,550	+555%	+$149K	0.02%	419
2017 Q4	$28K	Buy	+1,000	New	+$28.2K	﹤0.01%	790

Other funds holding PSF

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Advisornet Financial's PSF Position: Q3 2023 in Review

Advisornet Financial sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2023, closing a stake of 1,000 shares — an estimated $18.2K sold.

Advisornet Financial first reported a position in PSF in Q4 2017 and held it in 23 quarters. The position peaked at $396K in Q2 2021. 40 funds tracked by Wall St. Rank hold PSF as of Q3 2023.

Advisornet Financial reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 1,000 Cohen & Steers Select Preferred & Income Fund shares in Q3 2023, an estimated $18.2K.
Advisornet Financial first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2017 and held it in 23 quarters.
Advisornet Financial's Cohen & Steers Select Preferred & Income Fund position peaked at $396K in Q2 2021.
40 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.