Fidelity Investments’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Fidelity Investments’s Portfolio PSF Stock Details PSF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,670	Closed	-$48.3K	–	5604
2023 Q3	$48.3K	Buy	+2,670	New	+$48.5K	﹤0.01%	3381
2021 Q3	–	Sell	-1	Closed	–	–	4888
2021 Q2	$0	Buy	+1	New	+$30	﹤0.01%	4741
2019 Q3	–	Sell	-1	Closed	–	–	4142
2019 Q2	$0	Hold	1	–	–	﹤0.01%	4084
2019 Q1	$0	Hold	1	–	–	﹤0.01%	4081
2018 Q4	$0	Buy	+1	New	+$25	﹤0.01%	4007

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gridiron Partners Wexford, Pennsylvania $164M AUM 3.31% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fidelity Investments's PSF Position: Q4 2023 in Review

Fidelity Investments sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2023, closing a stake of 2,670 shares — an estimated $48.3K sold.

Fidelity Investments first reported a position in PSF in Q4 2018 and held it in 5 quarters. The position peaked at $48.3K in Q3 2023. 40 funds tracked by Wall St. Rank hold PSF as of Q4 2023.

Fidelity Investments reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2023 after selling out during the quarter.
Fidelity Investments sold 2,670 Cohen & Steers Select Preferred & Income Fund shares in Q4 2023, an estimated $48.3K.
Fidelity Investments first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2018 and held it in 5 quarters.
Fidelity Investments's Cohen & Steers Select Preferred & Income Fund position peaked at $48.3K in Q3 2023.
40 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.