Jaffetilchin Investment Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Jaffetilchin Investment Partners’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
2024 Q4	–	Sell	-173	Closed	-$3.71K	–	1060
2024 Q3	$3.71K	Buy	+173	New	+$3.5K	﹤0.01%	1095
2022 Q3	–	Sell	-9,894	Closed	-$202K	–	339
2022 Q2	$202K	Buy	9,894 +9	+0.1%	+$192	0.02%	304
2022 Q1	$207K	Sell	9,885 -17,764	-64%	-$418K	0.02%	301
2021 Q4	$741K	Sell	27,649 -9,462	-25%	-$266K	0.07%	174
2021 Q3	$1.06M	Sell	37,111 -4,164	-10%	-$127K	0.11%	127
2021 Q2	$1.26M	Sell	41,275 -108	-0.3%	-$3.19K	0.09%	153
2021 Q1	$1.15M	Sell	41,383 -1,956	-5%	-$53.1K	0.14%	122
2020 Q4	$1.22M	Buy	+43,339	New	+$1.15M	0.17%	90

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Jaffetilchin Investment Partners's PSF Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2024, closing a stake of 173 shares — an estimated $3.71K sold.

Jaffetilchin Investment Partners first reported a position in PSF in Q4 2020 and held it in 8 quarters. The position peaked at $1.26M in Q2 2021. 53 funds tracked by Wall St. Rank hold PSF as of Q4 2024.

Jaffetilchin Investment Partners reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
Jaffetilchin Investment Partners sold 173 Cohen & Steers Select Preferred & Income Fund shares in Q4 2024, an estimated $3.71K.
Jaffetilchin Investment Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2020 and held it in 8 quarters.
Jaffetilchin Investment Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $1.26M in Q2 2021.
53 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.