United Capital Financial Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

United Capital Financial Advisors’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
2020 Q3	–	Sell	-9,778	Closed	-$241K	–	1219
2020 Q2	$241K	Sell	9,778 -1,125	-10%	-$27.5K	﹤0.01%	1046
2020 Q1	$241K	Sell	10,903 -236	-2%	-$6.76K	﹤0.01%	1024
2019 Q4	$351K	Sell	11,139 -12	-0.1%	-$362	﹤0.01%	1086
2019 Q3	$329K	Buy	11,151 +105	+1%	+$3.02K	﹤0.01%	1055
2019 Q2	$311K	Buy	+11,046	New	+$308K	﹤0.01%	1194
2017 Q3	–	Sell	-7,105	Closed	-$202K	–	1335
2017 Q2	$202K	Buy	+7,105	New	+$196K	﹤0.01%	1206
2017 Q1	–	Sell	-8,460	Closed	-$221K	–	1274
2016 Q4	$221K	Sell	8,460 -10,367	-55%	-$271K	﹤0.01%	1146
2016 Q3	$505K	Buy	+18,827	New	+$520K	﹤0.01%	968

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

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

WESPAC Advisors Orinda, California $183M AUM 29.81% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Capital Financial Advisors's PSF Position: Q3 2020 in Review

United Capital Financial Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2020, closing a stake of 9,778 shares — an estimated $241K sold.

United Capital Financial Advisors first reported a position in PSF in Q3 2016 and held it in 8 quarters. The position peaked at $505K in Q3 2016. 40 funds tracked by Wall St. Rank hold PSF as of Q3 2020.

United Capital Financial Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2020 after selling out during the quarter.
United Capital Financial Advisors sold 9,778 Cohen & Steers Select Preferred & Income Fund shares in Q3 2020, an estimated $241K.
United Capital Financial Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q3 2016 and held it in 8 quarters.
United Capital Financial Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $505K in Q3 2016.
40 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.