MCC
PSF icon

Money Concepts Capital’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-9,546
Closed -$179K – 2267
2022
Q4 		$179K Buy
+9,546
New +$181K 0.01% 733

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's PSF Position: Q1 2023 in Review

Money Concepts Capital sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2023, closing a stake of 9,546 shares — an estimated $179K sold.

Money Concepts Capital first reported a position in PSF in Q4 2022 and held it in 1 quarter. The position peaked at $179K in Q4 2022. 42 funds tracked by Wall St. Rank hold PSF as of Q1 2023.

  • Money Concepts Capital reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 9,546 Cohen & Steers Select Preferred & Income Fund shares in Q1 2023, an estimated $179K.
  • Money Concepts Capital first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Cohen & Steers Select Preferred & Income Fund position peaked at $179K in Q4 2022.
  • 42 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.