FCA
PSF icon

FinTrust Capital Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

FinTrust Capital Advisors’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
2024
Q3 		$579 Hold
27
– – ﹤0.01% 1308
2024
Q2 		$535 Hold
27
– – ﹤0.01% 1304
2024
Q1 		$540 Hold
27
– – ﹤0.01% 1206
2023
Q4 		$511 Buy
+27
New +$497 ﹤0.01% 1189

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FinTrust Capital Advisors's PSF Position: Q3 2024 in Review

FinTrust Capital Advisors held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q3 2024 at 27 shares worth $579. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

FinTrust Capital Advisors first reported a position in PSF in Q4 2023 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PSF as of Q3 2024.

  • FinTrust Capital Advisors held 27 shares of Cohen & Steers Select Preferred & Income Fund worth $579 as of Q3 2024.
  • FinTrust Capital Advisors left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q3 2024.
  • Cohen & Steers Select Preferred & Income Fund made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1308 holding.
  • FinTrust Capital Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2023 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.