Shorepoint Capital Partners’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Shorepoint Capital 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
2021 Q1	–	Sell	-8,600	Closed	-$242K	–	81
2020 Q4	$242K	Hold	8,600	–	–	0.13%	75
2020 Q3	$228K	Hold	8,600	–	–	0.14%	75
2020 Q2	$212K	Buy	+8,600	New	+$210K	0.14%	76
2019 Q4	–	Sell	-8,200	Closed	-$242K	–	92
2019 Q3	$242K	Buy	+8,200	New	+$236K	0.14%	84

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KPWS

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

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Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Shorepoint Capital Partners's PSF Position: Q1 2021 in Review

Shorepoint Capital Partners sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2021, closing a stake of 8,600 shares — an estimated $242K sold.

Shorepoint Capital Partners first reported a position in PSF in Q3 2019 and held it in 4 quarters. The position peaked at $242K in Q4 2020. 48 funds tracked by Wall St. Rank hold PSF as of Q1 2021.

Shorepoint Capital Partners reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2021 after selling out during the quarter.
Shorepoint Capital Partners sold 8,600 Cohen & Steers Select Preferred & Income Fund shares in Q1 2021, an estimated $242K.
Shorepoint Capital Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2019 and held it in 4 quarters.
Shorepoint Capital Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $242K in Q4 2020.
48 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2021.

Based on Shorepoint Capital Partners's 13F filing for Q1 2021, filed 10 May 2021.