Financial Gravity Companies’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Financial Gravity Companies’s Portfolio RNP Stock Details RNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$5K	Buy	275 +129	+88%	+$2.46K	0.01%	744
2017 Q4	$3K	Buy	+146	New	+$3.08K	﹤0.01%	859

Other funds holding RNP

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Financial Gravity Companies's RNP Position: Q1 2018 in Review

Financial Gravity Companies increased its Cohen & Steers REIT and Preferred and Income Fund (RNP) stake by 88% in Q1 2018, buying an estimated $2.46K and bringing the position to 275 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #744.

Financial Gravity Companies first reported a position in RNP in Q4 2017 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold RNP as of Q1 2018.

Financial Gravity Companies held 275 shares of Cohen & Steers REIT and Preferred and Income Fund worth $5K as of Q1 2018.
Financial Gravity Companies bought 129 Cohen & Steers REIT and Preferred and Income Fund shares in Q1 2018, an estimated $2.46K.
Cohen & Steers REIT and Preferred and Income Fund made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #744 holding.
Financial Gravity Companies first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q4 2017 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.