WR
RFI

Watson Rebecca’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Watson Rebecca’s Portfolio RFI Stock Details RFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-6,450
Closed -$79K – 294
2020
Q2 		$79K Buy
+6,450
New +$75.4K 0.05% 128

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

Watson Rebecca's RFI Position: Q3 2020 in Review

Watson Rebecca sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q3 2020, closing a stake of 6,450 shares — an estimated $79K sold.

Watson Rebecca first reported a position in RFI in Q2 2020 and held it in 1 quarter. The position peaked at $79K in Q2 2020. 54 funds tracked by Wall St. Rank hold RFI as of Q3 2020.

  • Watson Rebecca reported no remaining Cohen & Steers Total Return Realty Fund position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 6,450 Cohen & Steers Total Return Realty Fund shares in Q3 2020, an estimated $79K.
  • Watson Rebecca first reported a position in Cohen & Steers Total Return Realty Fund in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's Cohen & Steers Total Return Realty Fund position peaked at $79K in Q2 2020.
  • 54 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.