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

Valeo 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
-1,884
Closed -$46K – 2011
2020
Q2 		$46K Buy
+1,884
New +$46K ﹤0.01% 761

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KPWS
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Invesco
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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
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Osaic Holdings
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valeo Financial Advisors's PSF Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q3 2020, closing a stake of 1,884 shares — an estimated $46K sold.

Valeo Financial Advisors first reported a position in PSF in Q2 2020 and held it in 1 quarter. The position peaked at $46K in Q2 2020. 40 funds tracked by Wall St. Rank hold PSF as of Q3 2020.

  • Valeo Financial Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,884 Cohen & Steers Select Preferred & Income Fund shares in Q3 2020, an estimated $46K.
  • Valeo Financial Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $46K in Q2 2020.
  • 40 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.