WEC
RFI

Winslow Evans & Crocker’s Cohen & Steers Total Return Realty Fund RFI Stock Holding History

Winslow Evans & Crocker’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
2014
Q1 		– Sell
-250
Closed -$3K – 1377
2013
Q4 		$3K Buy
+250
New +$3.08K ﹤0.01% 1234

Other funds holding RFI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
SCM
Schnieders Capital Management Pasadena, California $629M AUM 28.1% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winslow Evans & Crocker's RFI Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Cohen & Steers Total Return Realty Fund (RFI) in Q1 2014, closing a stake of 250 shares — an estimated $3K sold.

Winslow Evans & Crocker first reported a position in RFI in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 38 funds tracked by Wall St. Rank hold RFI as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Cohen & Steers Total Return Realty Fund position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 250 Cohen & Steers Total Return Realty Fund shares in Q1 2014, an estimated $3K.
  • Winslow Evans & Crocker first reported a position in Cohen & Steers Total Return Realty Fund in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Cohen & Steers Total Return Realty Fund position peaked at $3K in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Cohen & Steers Total Return Realty Fund as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.