IHT Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

IHT Wealth Management’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
2018 Q2	–	Sell	-765	Closed	-$20K	–	1106
2018 Q1	$20K	Hold	765	–	–	0.01%	984
2017 Q4	$22K	Hold	765	–	–	0.01%	964
2017 Q3	$22K	Hold	765	–	–	0.01%	751
2017 Q2	$6	Hold	765	–	–	﹤0.01%	1077
2017 Q1	$21K	Hold	765	–	–	0.01%	651
2016 Q4	$20K	Buy	+765	New	+$20K	0.02%	640

Other funds holding PSF

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

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

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

IHT Wealth Management's PSF Position: Q2 2018 in Review

IHT Wealth Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2018, closing a stake of 765 shares — an estimated $20K sold.

IHT Wealth Management first reported a position in PSF in Q4 2016 and held it in 6 quarters. The position peaked at $22K in Q4 2017. 27 funds tracked by Wall St. Rank hold PSF as of Q2 2018.

IHT Wealth Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 765 Cohen & Steers Select Preferred & Income Fund shares in Q2 2018, an estimated $20K.
IHT Wealth Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Cohen & Steers Select Preferred & Income Fund position peaked at $22K in Q4 2017.
27 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.