TIM
PSF icon

Tortoise Investment Management’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Tortoise Investment Management’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
2017
Q1 		– Sell
-200
Closed -$5K – 506
2016
Q4 		$5K Buy
+200
New +$5.23K ﹤0.01% 396

Other funds holding PSF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tortoise Investment Management's PSF Position: Q1 2017 in Review

Tortoise Investment Management sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q1 2017, closing a stake of 200 shares — an estimated $5K sold.

Tortoise Investment Management first reported a position in PSF in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 37 funds tracked by Wall St. Rank hold PSF as of Q1 2017.

  • Tortoise Investment Management reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q1 2017 after selling out during the quarter.
  • Tortoise Investment Management sold 200 Cohen & Steers Select Preferred & Income Fund shares in Q1 2017, an estimated $5K.
  • Tortoise Investment Management first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2016 and held it in 1 quarter.
  • Tortoise Investment Management's Cohen & Steers Select Preferred & Income Fund position peaked at $5K in Q4 2016.
  • 37 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q1 2017.

Based on Tortoise Investment Management's 13F filing for Q1 2017, filed 9 May 2017.