Sutton Wealth Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,809
Closed -$34K 1077
2016
Q3
$36.5K Buy
1,809
+491
+37% +$10.2K 0.03% 309
2016
Q2
$27.1K Buy
+1,318
New +$25.3K 0.03% 365

Other funds holding RNP

Sutton Wealth Advisors's RNP Position: Q4 2016 in Review

Sutton Wealth Advisors sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q4 2016, closing a stake of 1,809 shares — an estimated $34K sold.

Sutton Wealth Advisors first reported a position in RNP in Q2 2016 and held it in 2 quarters. The position peaked at $36.5K in Q3 2016. 72 funds tracked by Wall St. Rank hold RNP as of Q4 2016.

  • Sutton Wealth Advisors reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q4 2016 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,809 Cohen & Steers REIT and Preferred and Income Fund shares in Q4 2016, an estimated $34K.
  • Sutton Wealth Advisors first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q2 2016 and held it in 2 quarters.
  • Sutton Wealth Advisors's Cohen & Steers REIT and Preferred and Income Fund position peaked at $36.5K in Q3 2016.
  • 72 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q4 2016.

Based on Sutton Wealth Advisors's 13F filing for Q4 2016, filed 6 Nov 2023.