CFD
RFI

Creative Financial Designs’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Creative Financial Designs’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-657
Closed -$8K – 1281
2020
Q2 		$8K Buy
+657
New +$7.68K ﹤0.01% 802

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Creative Financial Designs's RFI Position: Q3 2020 in Review

Creative Financial Designs sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q3 2020, closing a stake of 657 shares — an estimated $8K sold.

Creative Financial Designs first reported a position in RFI in Q2 2020 and held it in 1 quarter. The position peaked at $8K in Q2 2020. 54 funds tracked by Wall St. Rank hold RFI as of Q3 2020.

  • Creative Financial Designs reported no remaining Cohen & Steers Total Return Realty Fund position as of Q3 2020 after selling out during the quarter.
  • Creative Financial Designs sold 657 Cohen & Steers Total Return Realty Fund shares in Q3 2020, an estimated $8K.
  • Creative Financial Designs first reported a position in Cohen & Steers Total Return Realty Fund in Q2 2020 and held it in 1 quarter.
  • Creative Financial Designs's Cohen & Steers Total Return Realty Fund position peaked at $8K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q3 2020.

Based on Creative Financial Designs's 13F filing for Q3 2020, filed 6 Oct 2020.