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Atlas Private Wealth Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Atlas Private Wealth Advisors’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
2020
Q4 		– Sell
-500
Closed -$13K – 782
2020
Q3 		$13K Hold
500
– – 0.01% 363
2020
Q2 		$12K Buy
+500
New +$12.2K 0.01% 383

Other funds holding PSF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Atlas Private Wealth Advisors's PSF Position: Q4 2020 in Review

Atlas Private Wealth Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2020, closing a stake of 500 shares — an estimated $13K sold.

Atlas Private Wealth Advisors first reported a position in PSF in Q2 2020 and held it in 2 quarters. The position peaked at $13K in Q3 2020. 46 funds tracked by Wall St. Rank hold PSF as of Q4 2020.

  • Atlas Private Wealth Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 500 Cohen & Steers Select Preferred & Income Fund shares in Q4 2020, an estimated $13K.
  • Atlas Private Wealth Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2020 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $13K in Q3 2020.
  • 46 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2020, filed 29 Jan 2021.