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Valeo Financial Advisors’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Valeo Financial Advisors’s Portfolio RNP Stock Details RNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-500
Closed -$11K – 1651
2019
Q2 		$11K Buy
+500
New +$10.5K ﹤0.01% 1005

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Valeo Financial Advisors's RNP Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q3 2019, closing a stake of 500 shares — an estimated $11K sold.

Valeo Financial Advisors first reported a position in RNP in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 91 funds tracked by Wall St. Rank hold RNP as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 500 Cohen & Steers REIT and Preferred and Income Fund shares in Q3 2019, an estimated $11K.
  • Valeo Financial Advisors first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q2 2019 and held it in 1 quarter.
  • Valeo Financial Advisors's Cohen & Steers REIT and Preferred and Income Fund position peaked at $11K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.