HDIM
RFI

Hanson & Doremus Investment Management’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Hanson & Doremus Investment Management’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
Q2 		– Sell
-2,300
Closed -$28K – 499
2017
Q1 		$28K Buy
+2,300
New +$28.7K 0.01% 315

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $762M AUM 34.09% 1-Year Est. Return

Hanson & Doremus Investment Management's RFI Position: Q2 2017 in Review

Hanson & Doremus Investment Management sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q2 2017, closing a stake of 2,300 shares — an estimated $28K sold.

Hanson & Doremus Investment Management first reported a position in RFI in Q1 2017 and held it in 1 quarter. The position peaked at $28K in Q1 2017. 57 funds tracked by Wall St. Rank hold RFI as of Q2 2017.

  • Hanson & Doremus Investment Management reported no remaining Cohen & Steers Total Return Realty Fund position as of Q2 2017 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 2,300 Cohen & Steers Total Return Realty Fund shares in Q2 2017, an estimated $28K.
  • Hanson & Doremus Investment Management first reported a position in Cohen & Steers Total Return Realty Fund in Q1 2017 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's Cohen & Steers Total Return Realty Fund position peaked at $28K in Q1 2017.
  • 57 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q2 2017.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2017, filed 26 Jul 2017.