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Avantax Planning Partners’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Avantax Planning Partners’s Portfolio RNP Stock Details RNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,660
Closed -$87K – 1209
2018
Q1 		$87K Buy
+4,660
New +$89K 0.01% 431

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PPA
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CP
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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
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WAM
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DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Avantax Planning Partners's RNP Position: Q2 2018 in Review

Avantax Planning Partners sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2018, closing a stake of 4,660 shares — an estimated $87K sold.

Avantax Planning Partners first reported a position in RNP in Q1 2018 and held it in 1 quarter. The position peaked at $87K in Q1 2018. 88 funds tracked by Wall St. Rank hold RNP as of Q2 2018.

  • Avantax Planning Partners reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,660 Cohen & Steers REIT and Preferred and Income Fund shares in Q2 2018, an estimated $87K.
  • Avantax Planning Partners first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Cohen & Steers REIT and Preferred and Income Fund position peaked at $87K in Q1 2018.
  • 88 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.