PFS
RFI

Prospera Financial Services’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Prospera Financial Services’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
2020
Q4 		– Sell
-700
Closed -$8K – 1358
2020
Q3 		$8K Buy
+700
New +$8.75K ﹤0.01% 1177

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prospera Financial Services's RFI Position: Q4 2020 in Review

Prospera Financial Services sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q4 2020, closing a stake of 700 shares — an estimated $8K sold.

Prospera Financial Services first reported a position in RFI in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 65 funds tracked by Wall St. Rank hold RFI as of Q4 2020.

  • Prospera Financial Services reported no remaining Cohen & Steers Total Return Realty Fund position as of Q4 2020 after selling out during the quarter.
  • Prospera Financial Services sold 700 Cohen & Steers Total Return Realty Fund shares in Q4 2020, an estimated $8K.
  • Prospera Financial Services first reported a position in Cohen & Steers Total Return Realty Fund in Q3 2020 and held it in 1 quarter.
  • Prospera Financial Services's Cohen & Steers Total Return Realty Fund position peaked at $8K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q4 2020.

Based on Prospera Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.