Financial Enhancement Group’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Financial Enhancement Group’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
2020 Q1	–	Sell	-4	Closed	–	–	308
2019 Q4	$0	Hold	4	–	–	﹤0.01%	293
2019 Q3	$0	Hold	4	–	–	﹤0.01%	299
2019 Q2	$0	Hold	4	–	–	﹤0.01%	317
2019 Q1	$0	Hold	4	–	–	﹤0.01%	325
2018 Q4	$0	Hold	4	–	–	﹤0.01%	258
2018 Q3	$0	Hold	4	–	–	﹤0.01%	267
2018 Q2	$0	Hold	4	–	–	﹤0.01%	274
2018 Q1	$0	Buy	+4	New	+$107	﹤0.01%	263

Other funds holding PSF

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Financial Enhancement Group's PSF Position: Q1 2020 in Review

Financial Enhancement Group sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2020, closing a stake of 4 shares.

Financial Enhancement Group first reported a position in PSF in Q1 2018 and held it in 8 quarters. The position peaked at $0 in Q4 2019. 32 funds tracked by Wall St. Rank hold PSF as of Q1 2020.

Financial Enhancement Group reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2020 after selling out during the quarter.
Financial Enhancement Group sold 4 Cohen & Steers Select Preferred & Income Fund shares in Q1 2020.
Financial Enhancement Group first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2018 and held it in 8 quarters.
Financial Enhancement Group's Cohen & Steers Select Preferred & Income Fund position peaked at $0 in Q4 2019.
32 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2020.

Based on Financial Enhancement Group's 13F filing for Q1 2020, filed 4 May 2020.