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Triangle Securities Wealth Management’s Cohen & Steers CNS Stock Holding History

Triangle Securities Wealth Management’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-754
Closed -$26K – 168
2013
Q2 		$26K Buy
+754
New +$28.6K 0.02% 343

Other funds holding CNS

BAMCO Inc
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triangle Securities Wealth Management's CNS Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Cohen & Steers (CNS) in Q3 2013, closing a stake of 754 shares — an estimated $26K sold.

Triangle Securities Wealth Management first reported a position in CNS in Q2 2013 and held it in 1 quarter. The position peaked at $26K in Q2 2013. 100 funds tracked by Wall St. Rank hold CNS as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Cohen & Steers position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 754 Cohen & Steers shares in Q3 2013, an estimated $26K.
  • Triangle Securities Wealth Management first reported a position in Cohen & Steers in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Cohen & Steers position peaked at $26K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held Cohen & Steers as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.