IFG Advisory’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

IFG Advisory’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
2019 Q3	–	Sell	-7,719	Closed	-$214K	–	438
2019 Q2	$214K	Buy	+7,719	New	+$215K	0.04%	323

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

GBA

Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFG Advisory's PSF Position: Q3 2019 in Review

IFG Advisory sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2019, closing a stake of 7,719 shares — an estimated $214K sold.

IFG Advisory first reported a position in PSF in Q2 2019 and held it in 1 quarter. The position peaked at $214K in Q2 2019. 38 funds tracked by Wall St. Rank hold PSF as of Q3 2019.

IFG Advisory reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2019 after selling out during the quarter.
IFG Advisory sold 7,719 Cohen & Steers Select Preferred & Income Fund shares in Q3 2019, an estimated $214K.
IFG Advisory first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2019 and held it in 1 quarter.
IFG Advisory's Cohen & Steers Select Preferred & Income Fund position peaked at $214K in Q2 2019.
38 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2019.

Based on IFG Advisory's 13F filing for Q3 2019, filed 6 Nov 2019.