Raymond James Financial Services Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Raymond James Financial Services Advisors’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
2021 Q3	–	Sell	-6,832	Closed	-$209K	–	3389
2021 Q2	$209K	Buy	+6,832	New	+$202K	﹤0.01%	2992
2016 Q4	–	Sell	-7,477	Closed	-$201K	–	2417
2016 Q3	$201K	Buy	+7,477	New	+$206K	﹤0.01%	2038
2013 Q4	–	Sell	-28,964	Closed	-$694K	–	520
2013 Q3	$694K	Buy	28,964 +7,298	+34%	+$181K	0.05%	364
2013 Q2	$562K	Buy	+21,666	New	+$592K	0.02%	825

Other funds holding PSF

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Raymond James Financial Services Advisors's PSF Position: Q3 2021 in Review

Raymond James Financial Services Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2021, closing a stake of 6,832 shares — an estimated $209K sold.

Raymond James Financial Services Advisors first reported a position in PSF in Q2 2013 and held it in 4 quarters. The position peaked at $694K in Q3 2013. 46 funds tracked by Wall St. Rank hold PSF as of Q3 2021.

Raymond James Financial Services Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2021 after selling out during the quarter.
Raymond James Financial Services Advisors sold 6,832 Cohen & Steers Select Preferred & Income Fund shares in Q3 2021, an estimated $209K.
Raymond James Financial Services Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2013 and held it in 4 quarters.
Raymond James Financial Services Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $694K in Q3 2013.
46 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.