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

WFG 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
2017 Q2	$34K	Hold	1,200	–	–	0.01%	808
2017 Q1	$32K	Hold	1,200	–	–	0.01%	779
2016 Q4	$31K	Hold	1,200	–	–	0.01%	836
2016 Q3	$32K	Hold	1,200	–	–	0.01%	821
2016 Q2	$32K	Hold	1,200	–	–	0.01%	817
2016 Q1	$30K	Hold	1,200	–	–	0.01%	797
2015 Q4	$30K	Hold	1,200	–	–	0.01%	799
2015 Q3	$28K	Hold	1,200	–	–	0.01%	801
2015 Q2	$29K	Hold	1,200	–	–	0.01%	880
2015 Q1	$32K	Hold	1,200	–	–	0.01%	851
2014 Q4	$31K	Hold	1,200	–	–	0.01%	1075
2014 Q3	$31K	Hold	1,200	–	–	0.01%	1106
2014 Q2	$32K	Hold	1,200	–	–	0.01%	1082
2014 Q1	$30K	Hold	1,200	–	–	0.01%	1096
2013 Q4	$30K	Buy	+1,200	New	+$28.7K	﹤0.01%	1175

Other funds holding PSF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

WFG Advisors's PSF Position: Q2 2017 in Review

WFG Advisors held its Cohen & Steers Select Preferred & Income Fund (PSF) position steady in Q2 2017 at 1,200 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #808.

WFG Advisors first reported a position in PSF in Q4 2013 and has held it in 15 quarters since. 35 funds tracked by Wall St. Rank hold PSF as of Q2 2017.

WFG Advisors held 1,200 shares of Cohen & Steers Select Preferred & Income Fund worth $34K as of Q2 2017.
WFG Advisors left its Cohen & Steers Select Preferred & Income Fund share count unchanged in Q2 2017.
Cohen & Steers Select Preferred & Income Fund made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #808 holding.
WFG Advisors first reported a position in Cohen & Steers Select Preferred & Income Fund in Q4 2013 and has held it in 15 quarters since.
35 funds tracked by Wall St. Rank held Cohen & Steers Select Preferred & Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.