Ownership history in Cornerstone Advisory, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in COHEN & STEERS SELECT PFD & (PSF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Advisory, LLC underperformed the S&P 500 by β6.8% annually on this PSF position. Timing score: 50% (5/10 decisions correct). Average cost basis: $15.16. Maximum drawdown during holding period: β6.1%.
β Significantly underperformed the S&P 500 by 6.8% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $14.70 (2023 Q2) Β· Worst: $15.94 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 7 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size