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

Sheaff Brock 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
2016
Q4 		– Sell
-9,954
Closed -$267K – 642
2016
Q3 		$267K Buy
9,954
+500
+5% +$13.8K 0.04% 388
2016
Q2 		$254K Buy
+9,454
New +$248K 0.03% 416

Other funds holding PSF

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Sheaff Brock Investment Advisors's PSF Position: Q4 2016 in Review

Sheaff Brock Investment Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2016, closing a stake of 9,954 shares — an estimated $267K sold.

Sheaff Brock Investment Advisors first reported a position in PSF in Q2 2016 and held it in 2 quarters. The position peaked at $267K in Q3 2016. 35 funds tracked by Wall St. Rank hold PSF as of Q4 2016.

  • Sheaff Brock Investment Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 9,954 Cohen & Steers Select Preferred & Income Fund shares in Q4 2016, an estimated $267K.
  • Sheaff Brock Investment Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2016 and held it in 2 quarters.
  • Sheaff Brock Investment Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $267K in Q3 2016.
  • 35 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.