EPG Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,200
Closed -$27K 608
2020
Q1
$27K Hold
1,200
0.02% 356
2019
Q4
$38K Buy
+1,200
New +$36.2K 0.03% 264

Other funds holding PSF

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

EPG Wealth Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2020, closing a stake of 1,200 shares — an estimated $27K sold.

EPG Wealth Management first reported a position in PSF in Q4 2019 and held it in 2 quarters. The position peaked at $38K in Q4 2019. 33 funds tracked by Wall St. Rank hold PSF as of Q2 2020.

  • EPG Wealth Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 1,200 Cohen & Steers Select Preferred & Income Fund shares in Q2 2020, an estimated $27K.
  • EPG Wealth Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Cohen & Steers Select Preferred & Income Fund position peaked at $38K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2020.

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