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

IFP 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
2017
Q4 		– Sell
-800
Closed -$23K – 4046
2017
Q3 		$23K Buy
+800
New +$22.5K ﹤0.01% 2512

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors's PSF Position: Q4 2017 in Review

IFP Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2017, closing a stake of 800 shares — an estimated $23K sold.

IFP Advisors first reported a position in PSF in Q3 2017 and held it in 1 quarter. The position peaked at $23K in Q3 2017. 32 funds tracked by Wall St. Rank hold PSF as of Q4 2017.

  • IFP Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 800 Cohen & Steers Select Preferred & Income Fund shares in Q4 2017, an estimated $23K.
  • IFP Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2017 and held it in 1 quarter.
  • IFP Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $23K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.