Patriot Financial Group Insurance Agency’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q4	–	Sell	-1,000	Closed	-$26.5K	–	1971
2020 Q3	$27K	Hold	1,000	–	–	0.01%	704
2020 Q2	$25K	Hold	1,000	–	–	0.01%	690
2020 Q1	$22K	Hold	1,000	–	–	0.01%	641
2019 Q4	$32K	Hold	1,000	–	–	0.01%	582
2019 Q3	$30K	Hold	1,000	–	–	0.01%	545
2019 Q2	$28K	Hold	1,000	–	–	0.01%	554
2019 Q1	$27K	Hold	1,000	–	–	0.01%	489
2018 Q4	$24K	Buy	+1,000	New	+$25.2K	0.02%	438

Other funds holding PSF

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

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

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

Patriot Financial Group Insurance Agency's PSF Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2020, closing a stake of 1,000 shares — an estimated $26.5K sold.

Patriot Financial Group Insurance Agency first reported a position in PSF in Q4 2018 and held it in 8 quarters. The position peaked at $32K in Q4 2019. 46 funds tracked by Wall St. Rank hold PSF as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,000 Cohen & Steers Select Preferred & Income Fund shares in Q4 2020, an estimated $26.5K.
Patriot Financial Group Insurance Agency first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2018 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Cohen & Steers Select Preferred & Income Fund position peaked at $32K in Q4 2019.
46 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.