Mid Atlantic Financial Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$270K	Buy	+9,480	New	+$290K	0.02%	703
2021 Q2	–	Sell	-13,320	Closed	-$369K	–	953
2021 Q1	$369K	Buy	+13,320	New	+$361K	0.03%	541
2019 Q3	–	Sell	-7,380	Closed	-$208K	–	752
2019 Q2	$208K	Sell	7,380 -12,550	-63%	-$350K	0.02%	633
2019 Q1	$533K	Buy	19,930 +1,900	+11%	+$50.2K	0.06%	345
2018 Q4	$429K	Buy	+18,030	New	+$454K	0.05%	372

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

KPWS

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mid Atlantic Financial Management's PSF Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2021: 9,480 shares worth $270K. The stake represents 0.02% of the portfolio and ranks #703 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in PSF as recently as Q1 2021.

Mid Atlantic Financial Management first reported a position in PSF in Q4 2018 and has held it in 5 quarters since. The position peaked at $533K in Q1 2019. 46 funds tracked by Wall St. Rank hold PSF as of Q3 2021.

Mid Atlantic Financial Management held 9,480 shares of Cohen & Steers Select Preferred & Income Fund worth $270K as of Q3 2021.
Cohen & Steers Select Preferred & Income Fund was a new Mid Atlantic Financial Management position in Q3 2021.
Cohen & Steers Select Preferred & Income Fund made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #703 holding.
Mid Atlantic Financial Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2018 and has held it in 5 quarters since.
Mid Atlantic Financial Management's Cohen & Steers Select Preferred & Income Fund position peaked at $533K in Q1 2019.
46 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.