Delta Asset Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-2,000
Closed -$26K 580
2014
Q4
$26K Buy
+2,000
New +$25.7K 0.01% 316

Other funds holding RFI

Delta Asset Management's RFI Position: Q1 2015 in Review

Delta Asset Management sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q1 2015, closing a stake of 2,000 shares — an estimated $26K sold.

Delta Asset Management first reported a position in RFI in Q4 2014 and held it in 1 quarter. The position peaked at $26K in Q4 2014. 52 funds tracked by Wall St. Rank hold RFI as of Q1 2015.

  • Delta Asset Management reported no remaining Cohen & Steers Total Return Realty Fund position as of Q1 2015 after selling out during the quarter.
  • Delta Asset Management sold 2,000 Cohen & Steers Total Return Realty Fund shares in Q1 2015, an estimated $26K.
  • Delta Asset Management first reported a position in Cohen & Steers Total Return Realty Fund in Q4 2014 and held it in 1 quarter.
  • Delta Asset Management's Cohen & Steers Total Return Realty Fund position peaked at $26K in Q4 2014.
  • 52 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q1 2015.

Based on Delta Asset Management's 13F filing for Q1 2015, filed 24 Apr 2015.