Steward Partners Investment Advisory’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Steward Partners Investment Advisory’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
2022 Q1	–	Sell	-500	Closed	-$13K	–	3352
2021 Q4	$13K	Hold	500	–	–	﹤0.01%	2511
2021 Q3	$14K	Hold	500	–	–	﹤0.01%	2482
2021 Q2	$15K	Sell	500 -4,300	-90%	-$127K	﹤0.01%	5505
2021 Q1	$133K	Buy	4,800 +4,300	+860%	+$117K	﹤0.01%	1475
2020 Q4	$14K	Buy	500 +400	+400%	+$10.6K	﹤0.01%	2186
2020 Q3	$3K	Buy	+100	New	+$2.62K	﹤0.01%	2516

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Steward Partners Investment Advisory's PSF Position: Q1 2022 in Review

Steward Partners Investment Advisory sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2022, closing a stake of 500 shares — an estimated $13K sold.

Steward Partners Investment Advisory first reported a position in PSF in Q3 2020 and held it in 6 quarters. The position peaked at $133K in Q1 2021. 44 funds tracked by Wall St. Rank hold PSF as of Q1 2022.

Steward Partners Investment Advisory reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 500 Cohen & Steers Select Preferred & Income Fund shares in Q1 2022, an estimated $13K.
Steward Partners Investment Advisory first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2020 and held it in 6 quarters.
Steward Partners Investment Advisory's Cohen & Steers Select Preferred & Income Fund position peaked at $133K in Q1 2021.
44 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2022, filed 2 May 2022.