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Regal Investment Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Regal Investment 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
2015
Q2 		– Sell
-902
Closed -$24K – 997
2015
Q1 		$24K Buy
+902
New +$23.8K 0.01% 539

Other funds holding PSF

VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
GBA
Garrison Bradford & Associates New York $88.4M AUM 15.86% 1-Year Est. Return

Regal Investment Advisors's PSF Position: Q2 2015 in Review

Regal Investment Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2015, closing a stake of 902 shares — an estimated $24K sold.

Regal Investment Advisors first reported a position in PSF in Q1 2015 and held it in 1 quarter. The position peaked at $24K in Q1 2015. 36 funds tracked by Wall St. Rank hold PSF as of Q2 2015.

  • Regal Investment Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 902 Cohen & Steers Select Preferred & Income Fund shares in Q2 2015, an estimated $24K.
  • Regal Investment Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $24K in Q1 2015.
  • 36 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2015.

Based on Regal Investment Advisors's 13F filing for Q2 2015, filed 23 Jul 2015.