WAM
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Wealthspire Advisors (Maryland)’s Cohen & Steers Quality Income Realty Fund RQI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RQI Stock Details RQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,641
Closed -$21K – 1685
2019
Q1 		$21K Buy
1,641
+31
+2% +$371 ﹤0.01% 1260
2018
Q4 		$17K Buy
1,610
+35
+2% +$399 ﹤0.01% 1274
2018
Q3 		$19K Buy
1,575
+30
+2% +$368 ﹤0.01% 1328
2018
Q2 		$19K Buy
1,545
+41
+3% +$478 ﹤0.01% 1331
2018
Q1 		$18K Buy
1,504
+30
+2% +$348 ﹤0.01% 1333
2017
Q4 		$19K Buy
1,474
+28
+2% +$352 ﹤0.01% 1349
2017
Q3 		$18K Sell
1,446
-1,312
-48% -$16.8K ﹤0.01% 1336
2017
Q2 		$35K Buy
2,758
+1,243
+82% +$15.8K ﹤0.01% 1075
2017
Q1 		$19K Buy
+1,515
New +$19.1K ﹤0.01% 1105

Other funds holding RQI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return