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Mountain Capital Investment Advisors’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Mountain Capital Investment Advisors’s Portfolio RQI Stock Details RQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,288
Closed -$16K – 344
2017
Q3 		$16K Buy
1,288
+25
+2% +$319 0.01% 217
2017
Q2 		$16K Buy
+1,263
New +$16K 0.02% 249

Other funds holding RQI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mountain Capital Investment Advisors's RQI Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Cohen & Steers Quality Income Realty Fund (RQI) in Q4 2017, closing a stake of 1,288 shares — an estimated $16K sold.

Mountain Capital Investment Advisors first reported a position in RQI in Q2 2017 and held it in 2 quarters. The position peaked at $16K in Q3 2017. 103 funds tracked by Wall St. Rank hold RQI as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Cohen & Steers Quality Income Realty Fund position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,288 Cohen & Steers Quality Income Realty Fund shares in Q4 2017, an estimated $16K.
  • Mountain Capital Investment Advisors first reported a position in Cohen & Steers Quality Income Realty Fund in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Cohen & Steers Quality Income Realty Fund position peaked at $16K in Q3 2017.
  • 103 funds tracked by Wall St. Rank held Cohen & Steers Quality Income Realty Fund as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.