SeaCrest Wealth Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

SeaCrest Wealth Management’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
2019 Q2	–	Sell	-1,601	Closed	-$43K	–	1514
2019 Q1	$43K	Sell	1,601 -466	-23%	-$12.3K	0.01%	995
2018 Q4	$49K	Hold	2,067	–	–	0.01%	900
2018 Q3	$55K	Sell	2,067 -1,187	-36%	-$32.6K	0.01%	961
2018 Q2	$87K	Sell	3,254 -309	-9%	-$8.08K	0.02%	772
2018 Q1	$93K	Sell	3,563 -86	-2%	-$2.31K	0.02%	728
2017 Q4	$103K	Buy	+3,649	New	+$103K	0.02%	710

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

OAM

Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

RJA

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

SeaCrest Wealth Management's PSF Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2019, closing a stake of 1,601 shares — an estimated $43K sold.

SeaCrest Wealth Management first reported a position in PSF in Q4 2017 and held it in 6 quarters. The position peaked at $103K in Q4 2017. 39 funds tracked by Wall St. Rank hold PSF as of Q2 2019.

SeaCrest Wealth Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 1,601 Cohen & Steers Select Preferred & Income Fund shares in Q2 2019, an estimated $43K.
SeaCrest Wealth Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Cohen & Steers Select Preferred & Income Fund position peaked at $103K in Q4 2017.
39 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.