Syverson Strege & Co’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Syverson Strege & Co’s Portfolio UTF Stock Details UTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-960	Closed	-$27K	–	335
2021 Q4	$27K	Hold	960	–	–	0.02%	163
2021 Q3	$26K	Hold	960	–	–	0.02%	170
2021 Q2	$28K	Hold	960	–	–	0.02%	160
2021 Q1	$27K	Sell	960 -225	-19%	-$5.97K	0.03%	153
2020 Q4	$31K	Buy	+1,185	New	+$29.2K	0.03%	138

Other funds holding UTF

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SRH Advisors Salina, Kansas $349M AUM 10.46% 1-Year Est. Return

Syverson Strege & Co's UTF Position: Q1 2022 in Review

Syverson Strege & Co sold out of Cohen & Steers Infrastructure Fund (UTF) in Q1 2022, closing a stake of 960 shares — an estimated $27K sold.

Syverson Strege & Co first reported a position in UTF in Q4 2020 and held it in 5 quarters. The position peaked at $31K in Q4 2020. 204 funds tracked by Wall St. Rank hold UTF as of Q1 2022.

Syverson Strege & Co reported no remaining Cohen & Steers Infrastructure Fund position as of Q1 2022 after selling out during the quarter.
Syverson Strege & Co sold 960 Cohen & Steers Infrastructure Fund shares in Q1 2022, an estimated $27K.
Syverson Strege & Co first reported a position in Cohen & Steers Infrastructure Fund in Q4 2020 and held it in 5 quarters.
Syverson Strege & Co's Cohen & Steers Infrastructure Fund position peaked at $31K in Q4 2020.
204 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2022.

Based on Syverson Strege & Co's 13F filing for Q1 2022, filed 13 Apr 2022.