RWA Wealth Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

RWA Wealth Partners’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
2018 Q3	–	Sell	-2,000	Closed	-$54K	–	585
2018 Q2	$54K	Hold	2,000	–	–	0.01%	392
2018 Q1	$52K	Buy	+2,000	New	+$53.7K	0.01%	332

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RJA

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

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

RWA Wealth Partners's PSF Position: Q3 2018 in Review

RWA Wealth Partners sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2018, closing a stake of 2,000 shares — an estimated $54K sold.

RWA Wealth Partners first reported a position in PSF in Q1 2018 and held it in 2 quarters. The position peaked at $54K in Q2 2018. 32 funds tracked by Wall St. Rank hold PSF as of Q3 2018.

RWA Wealth Partners reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 2,000 Cohen & Steers Select Preferred & Income Fund shares in Q3 2018, an estimated $54K.
RWA Wealth Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $54K in Q2 2018.
32 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.