Lehman Financial Resources’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Lehman Financial Resources’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
2015 Q1	–	Sell	-200	Closed	-$5K	–	434
2014 Q4	$5K	Hold	200	–	–	﹤0.01%	344
2014 Q3	$5K	Hold	200	–	–	﹤0.01%	357
2014 Q2	$5K	Hold	200	–	–	﹤0.01%	342
2014 Q1	$5K	Hold	200	–	–	﹤0.01%	342
2013 Q4	$5K	Hold	200	–	–	﹤0.01%	328
2013 Q3	$5K	Hold	200	–	–	﹤0.01%	320
2013 Q2	$5K	Buy	+200	New	+$5.46K	﹤0.01%	286

Other funds holding PSF

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

GBA

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

Lehman Financial Resources's PSF Position: Q1 2015 in Review

Lehman Financial Resources sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2015, closing a stake of 200 shares — an estimated $5K sold.

Lehman Financial Resources first reported a position in PSF in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q4 2014. 32 funds tracked by Wall St. Rank hold PSF as of Q1 2015.

Lehman Financial Resources reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2015 after selling out during the quarter.
Lehman Financial Resources sold 200 Cohen & Steers Select Preferred & Income Fund shares in Q1 2015, an estimated $5K.
Lehman Financial Resources first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2013 and held it in 7 quarters.
Lehman Financial Resources's Cohen & Steers Select Preferred & Income Fund position peaked at $5K in Q4 2014.
32 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2015.

Based on Lehman Financial Resources's 13F filing for Q1 2015, filed 30 Apr 2015.