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Institutional & Family Asset Management’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Institutional & Family Asset Management’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,915
Closed -$49K – 999
2020
Q4 		$49K Buy
+1,915
New +$47.2K 0.01% 327

Other funds holding UTF

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $349M AUM 10.46% 1-Year Est. Return

Institutional & Family Asset Management's UTF Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Cohen & Steers Infrastructure Fund (UTF) in Q1 2021, closing a stake of 1,915 shares — an estimated $49K sold.

Institutional & Family Asset Management first reported a position in UTF in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 193 funds tracked by Wall St. Rank hold UTF as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Cohen & Steers Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,915 Cohen & Steers Infrastructure Fund shares in Q1 2021, an estimated $49K.
  • Institutional & Family Asset Management first reported a position in Cohen & Steers Infrastructure Fund in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Cohen & Steers Infrastructure Fund position peaked at $49K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.