Lido Advisors
RFI

Lido Advisors’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Lido Advisors’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,501
Closed -$200K – 672
2019
Q3 		$200K Buy
+13,501
New +$195K 0.01% 548

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
TI
Truehand Inc Strafford, New Hampshire $171M AUM 25.9% 1-Year Est. Return

Lido Advisors's RFI Position: Q4 2019 in Review

Lido Advisors sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q4 2019, closing a stake of 13,501 shares — an estimated $200K sold.

Lido Advisors first reported a position in RFI in Q3 2019 and held it in 1 quarter. The position peaked at $200K in Q3 2019. 55 funds tracked by Wall St. Rank hold RFI as of Q4 2019.

  • Lido Advisors reported no remaining Cohen & Steers Total Return Realty Fund position as of Q4 2019 after selling out during the quarter.
  • Lido Advisors sold 13,501 Cohen & Steers Total Return Realty Fund shares in Q4 2019, an estimated $200K.
  • Lido Advisors first reported a position in Cohen & Steers Total Return Realty Fund in Q3 2019 and held it in 1 quarter.
  • Lido Advisors's Cohen & Steers Total Return Realty Fund position peaked at $200K in Q3 2019.
  • 55 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q4 2019.

Based on Lido Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.