MFG
UTF icon

Monumental Financial Group’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Monumental Financial Group’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-162
Closed -$5K – 87
2021
Q2 		$5K Buy
+162
New +$4.66K ﹤0.01% 93

Other funds holding UTF

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SA
SRH Advisors Salina, Kansas $392M AUM 18.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Monumental Financial Group's UTF Position: Q3 2021 in Review

Monumental Financial Group sold out of Cohen & Steers Infrastructure Fund (UTF) in Q3 2021, closing a stake of 162 shares — an estimated $5K sold.

Monumental Financial Group first reported a position in UTF in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 192 funds tracked by Wall St. Rank hold UTF as of Q3 2021.

  • Monumental Financial Group reported no remaining Cohen & Steers Infrastructure Fund position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 162 Cohen & Steers Infrastructure Fund shares in Q3 2021, an estimated $5K.
  • Monumental Financial Group first reported a position in Cohen & Steers Infrastructure Fund in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's Cohen & Steers Infrastructure Fund position peaked at $5K in Q2 2021.
  • 192 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.