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Financial Enhancement Group’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Financial Enhancement Group’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-236,813
Closed -$2.87M – 68
2016
Q4 		$2.87M Buy
+236,813
New +$2.87M 1.48% 25

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Advisor Networks
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Advisor Group
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return

Financial Enhancement Group's RFI Position: Q1 2017 in Review

Financial Enhancement Group sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q1 2017, closing a stake of 236,813 shares — an estimated $2.87M sold.

Financial Enhancement Group first reported a position in RFI in Q4 2016 and held it in 1 quarter. The position peaked at $2.87M in Q4 2016. 58 funds tracked by Wall St. Rank hold RFI as of Q1 2017.

  • Financial Enhancement Group reported no remaining Cohen & Steers Total Return Realty Fund position as of Q1 2017 after selling out during the quarter.
  • Financial Enhancement Group sold 236,813 Cohen & Steers Total Return Realty Fund shares in Q1 2017, an estimated $2.87M.
  • Financial Enhancement Group first reported a position in Cohen & Steers Total Return Realty Fund in Q4 2016 and held it in 1 quarter.
  • Financial Enhancement Group's Cohen & Steers Total Return Realty Fund position peaked at $2.87M in Q4 2016.
  • 58 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q1 2017.

Based on Financial Enhancement Group's 13F filing for Q1 2017, filed 9 May 2017.