EWM
CNS icon

EPG Wealth Management’s Cohen & Steers CNS Stock Holding History

EPG Wealth Management’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-100
Closed -$5K – 247
2020
Q1 		$5K Buy
100
+60
+150% +$3.79K ﹤0.01% 581
2019
Q4 		$3K Buy
+40
New +$2.53K ﹤0.01% 559

Other funds holding CNS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EPG Wealth Management's CNS Position: Q2 2020 in Review

EPG Wealth Management sold out of Cohen & Steers (CNS) in Q2 2020, closing a stake of 100 shares — an estimated $5K sold.

EPG Wealth Management first reported a position in CNS in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2020. 196 funds tracked by Wall St. Rank hold CNS as of Q2 2020.

  • EPG Wealth Management reported no remaining Cohen & Steers position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 100 Cohen & Steers shares in Q2 2020, an estimated $5K.
  • EPG Wealth Management first reported a position in Cohen & Steers in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Cohen & Steers position peaked at $5K in Q1 2020.
  • 196 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.