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

Stratos 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 Q4	–	Sell	-2,000	Closed	-$53K	–	2072
2018 Q3	$53K	Buy	+2,000	New	+$54.8K	﹤0.01%	1427
2018 Q2	–	Sell	-2,000	Closed	-$52K	–	2167
2018 Q1	$52K	Hold	2,000	–	–	﹤0.01%	1561
2017 Q4	$56K	Buy	+2,000	New	+$56.4K	﹤0.01%	1462

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

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

Stratos Wealth Partners's PSF Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q4 2018, closing a stake of 2,000 shares — an estimated $53K sold.

Stratos Wealth Partners first reported a position in PSF in Q4 2017 and held it in 3 quarters. The position peaked at $56K in Q4 2017. 37 funds tracked by Wall St. Rank hold PSF as of Q4 2018.

Stratos Wealth Partners reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 2,000 Cohen & Steers Select Preferred & Income Fund shares in Q4 2018, an estimated $53K.
Stratos Wealth Partners first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Cohen & Steers Select Preferred & Income Fund position peaked at $56K in Q4 2017.
37 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.