Vanguard Capital Wealth Advisors’s Cohen & Steers Select Preferred & Income Fund PSF Stock Holding History

Vanguard Capital Wealth 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
2018 Q2	–	Sell	-10,400	Closed	-$268K	–	124
2018 Q1	$268K	Buy	10,400 +400	+4%	+$10.7K	0.35%	82
2017 Q4	$282K	Buy	+10,000	New	+$282K	0.35%	85

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Vanguard Capital Wealth Advisors's PSF Position: Q2 2018 in Review

Vanguard Capital Wealth Advisors sold out of Cohen & Steers Select Preferred & Income Fund (PSF) in Q2 2018, closing a stake of 10,400 shares — an estimated $268K sold.

Vanguard Capital Wealth Advisors first reported a position in PSF in Q4 2017 and held it in 2 quarters. The position peaked at $282K in Q4 2017. 27 funds tracked by Wall St. Rank hold PSF as of Q2 2018.

Vanguard Capital Wealth Advisors reported no remaining Cohen & Steers Select Preferred & Income Fund position as of Q2 2018 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 10,400 Cohen & Steers Select Preferred & Income Fund shares in Q2 2018, an estimated $268K.
Vanguard Capital Wealth Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2017 and held it in 2 quarters.
Vanguard Capital Wealth Advisors's Cohen & Steers Select Preferred & Income Fund position peaked at $282K in Q4 2017.
27 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2018.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.