Private Capital Group’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Private Capital Group’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
2019 Q1	–	Sell	-623	Closed	-$15K	–	2294
2018 Q4	$15K	Sell	623 -298	-32%	-$7.5K	﹤0.01%	1222
2018 Q3	$24K	Buy	+921	New	+$25.3K	﹤0.01%	1073

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

GBA

Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Capital Group's PSF Position: Q1 2019 in Review

Private Capital Group sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2019, closing a stake of 623 shares — an estimated $15K sold.

Private Capital Group first reported a position in PSF in Q3 2018 and held it in 2 quarters. The position peaked at $24K in Q3 2018. 35 funds tracked by Wall St. Rank hold PSF as of Q1 2019.

Private Capital Group reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2019 after selling out during the quarter.
Private Capital Group sold 623 Cohen & Steers Select Preferred & Income Fund shares in Q1 2019, an estimated $15K.
Private Capital Group first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2018 and held it in 2 quarters.
Private Capital Group's Cohen & Steers Select Preferred & Income Fund position peaked at $24K in Q3 2018.
35 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2019.

Based on Private Capital Group's 13F filing for Q1 2019, filed 26 Apr 2019.