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HBC Financial Services’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

HBC Financial Services’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
2021
Q4 		– Sell
-1
Closed – – 185
2021
Q3 		$0 Hold
1
– – ﹤0.01% 189
2021
Q2 		$0 Hold
1
– – ﹤0.01% 195
2021
Q1 		$54 Buy
+1
New +$27 ﹤0.01% 190

Other funds holding PSF

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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WA
WESPAC Advisors Orinda, California $205M AUM 41.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HBC Financial Services's PSF Position: Q4 2021 in Review

HBC Financial Services sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2021, closing a stake of 1 share.

HBC Financial Services first reported a position in PSF in Q1 2021 and held it in 3 quarters. The position peaked at $54 in Q1 2021. 46 funds tracked by Wall St. Rank hold PSF as of Q4 2021.

  • HBC Financial Services reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
  • HBC Financial Services sold 1 Cohen & Steers Select Preferred & Income Fund share in Q4 2021.
  • HBC Financial Services first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2021 and held it in 3 quarters.
  • HBC Financial Services's Cohen & Steers Select Preferred & Income Fund position peaked at $54 in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2021.

Based on HBC Financial Services's 13F filing for Q4 2021, filed 28 Jan 2022.