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Center for Financial Planning’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Center for Financial Planning’s Portfolio RQI Stock Details RQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-130
Closed -$2K – 536
2020
Q4 		$2K Buy
+130
New +$1.52K ﹤0.01% 441

Other funds holding RQI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Center for Financial Planning's RQI Position: Q1 2021 in Review

Center for Financial Planning sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q1 2021, closing a stake of 130 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in RQI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 155 funds tracked by Wall St. Rank hold RQI as of Q1 2021.

  • Center for Financial Planning reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q1 2021 after selling out during the quarter.
  • Center for Financial Planning sold 130 Cohen & Steers Quality Income Realty Fund shares in Q1 2021, an estimated $2K.
  • Center for Financial Planning first reported a position in Cohen & Steers Quality Income Realty Fund in Q4 2020 and held it in 1 quarter.
  • Center for Financial Planning's Cohen & Steers Quality Income Realty Fund position peaked at $2K in Q4 2020.
  • 155 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q1 2021.

Based on Center for Financial Planning's 13F filing for Q1 2021, filed 10 May 2021.