PFGIA
RFI

Patriot Financial Group Insurance Agency’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-102
Closed -$1K – 1298
2018
Q4 		$1K Buy
+102
New +$1.19K ﹤0.01% 936

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RFI Position: Q1 2019 in Review

Patriot Financial Group Insurance Agency sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q1 2019, closing a stake of 102 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in RFI in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 57 funds tracked by Wall St. Rank hold RFI as of Q1 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Cohen & Steers Total Return Realty Fund position as of Q1 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 102 Cohen & Steers Total Return Realty Fund shares in Q1 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Cohen & Steers Total Return Realty Fund in Q4 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Cohen & Steers Total Return Realty Fund position peaked at $1K in Q4 2018.
  • 57 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q1 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2019, filed 29 Apr 2019.