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Howe & Rusling’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Howe & Rusling’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
2013
Q3 		– Sell
-1,895
Closed -$65K – 918
2013
Q2 		$65K Buy
+1,895
New +$51.7K 0.02% 290

Other funds holding PSF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Howe & Rusling's PSF Position: Q3 2013 in Review

Howe & Rusling sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2013, closing a stake of 1,895 shares — an estimated $65K sold.

Howe & Rusling first reported a position in PSF in Q2 2013 and held it in 1 quarter. The position peaked at $65K in Q2 2013. 27 funds tracked by Wall St. Rank hold PSF as of Q3 2013.

  • Howe & Rusling reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2013 after selling out during the quarter.
  • Howe & Rusling sold 1,895 Cohen & Steers Select Preferred & Income Fund shares in Q3 2013, an estimated $65K.
  • Howe & Rusling first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2013 and held it in 1 quarter.
  • Howe & Rusling's Cohen & Steers Select Preferred & Income Fund position peaked at $65K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2013.

Based on Howe & Rusling's 13F filing for Q3 2013, filed 8 Nov 2013.