Resources Management Corp’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Resources Management Corp’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 Q3	–	Sell	-162	Closed	-$2K	–	462
2020 Q2	$2K	Sell	162 -163	-50%	-$1.91K	﹤0.01%	456
2020 Q1	$3K	Buy	+325	New	+$4.42K	﹤0.01%	443

Other funds holding RFI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Resources Management Corp's RFI Position: Q3 2020 in Review

Resources Management Corp sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q3 2020, closing a stake of 162 shares — an estimated $2K sold.

Resources Management Corp first reported a position in RFI in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q1 2020. 54 funds tracked by Wall St. Rank hold RFI as of Q3 2020.

Resources Management Corp reported no remaining Cohen & Steers Total Return Realty Fund position as of Q3 2020 after selling out during the quarter.
Resources Management Corp sold 162 Cohen & Steers Total Return Realty Fund shares in Q3 2020, an estimated $2K.
Resources Management Corp first reported a position in Cohen & Steers Total Return Realty Fund in Q1 2020 and held it in 2 quarters.
Resources Management Corp's Cohen & Steers Total Return Realty Fund position peaked at $3K in Q1 2020.
54 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q3 2020.

Based on Resources Management Corp's 13F filing for Q3 2020, filed 12 Nov 2020.