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Cohen & Steers Tax Advan P shares owned by Bryn Mawr Trust

Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by Bryn Mawr Trust from 13F filings

Historical chart of Bryn Mawr Trust investment in Cohen & Steers Tax Advan P

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All positions including Cohen & Steers Tax Advan P held by Bryn Mawr Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cohen & Steers Tax Advan P by Bryn Mawr Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.5M 81k 19.22
2024-09-30 $1.7M 81k 21.04

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Comcast Corp Cl A (CMCSA)
Intuitive Surgical Com New (ISRG)
Apple (AAPL)
Vanguard ETF/USA Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
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Procter & Gamble Company (PG)
BlackRock Fund Advisors Rus Tp200 Gr Etf (IWY)
JPMorgan Chase & Co. (JPM)
Johnson & Johnson (JNJ)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
SSgA Funds Management Tr Unit (SPY)
Ishares Core S&p500 Etf (IVV)
Vanguard S&p 500 Etf Shs (VOO)

View all positions for Bryn Mawr Trust

Top funds holding Cohen & Steers Tax Advan P

Bank of America Corporation
Morgan Stanley
UBS Group
Royal Bank of Canada
Raymond James Financial
Raymond James & Associates
Rivernorth Capital Management
Wells Fargo & Company
HPM Partners
Stifel Financial
Bryn Mawr Trust
Pettinga Financial Advisors
Wedbush Morgan Securities
CI Private Wealth
Shaker Financial Services

View all funds holding Cohen & Steers Tax Advan P