WAS
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Winch Advisory Services’s Cohen & Steers REIT and Preferred and Income Fund RNP Stock Holding History

Winch Advisory Services’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
2024
Q2 		– Sell
-359
Closed -$7.54K – 465
2024
Q1 		$7.54K Buy
+359
New +$7.32K ﹤0.01% 280

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $3.04B AUM 22.4% 1-Year Est. Return

Winch Advisory Services's RNP Position: Q2 2024 in Review

Winch Advisory Services sold out of Cohen & Steers REIT and Preferred and Income Fund (RNP) in Q2 2024, closing a stake of 359 shares — an estimated $7.54K sold.

Winch Advisory Services first reported a position in RNP in Q1 2024 and held it in 1 quarter. The position peaked at $7.54K in Q1 2024. 104 funds tracked by Wall St. Rank hold RNP as of Q2 2024.

  • Winch Advisory Services reported no remaining Cohen & Steers REIT and Preferred and Income Fund position as of Q2 2024 after selling out during the quarter.
  • Winch Advisory Services sold 359 Cohen & Steers REIT and Preferred and Income Fund shares in Q2 2024, an estimated $7.54K.
  • Winch Advisory Services first reported a position in Cohen & Steers REIT and Preferred and Income Fund in Q1 2024 and held it in 1 quarter.
  • Winch Advisory Services's Cohen & Steers REIT and Preferred and Income Fund position peaked at $7.54K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Cohen & Steers REIT and Preferred and Income Fund as of Q2 2024.

Based on Winch Advisory Services's 13F filing for Q2 2024, filed 31 Jul 2024.