Cohen & Steers Tax Advan P shares owned by Shaker Financial Services
Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by Shaker Financial Services
from 13F filings
Historical chart of Shaker Financial Services investment in Cohen & Steers Tax Advan P
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Quarterly reported holdings in Cohen & Steers Tax Advan P by Shaker Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 54k | 20.41 |
| 2025-06-30 | $1.2M | 61k | 19.80 |
| 2025-03-31 | $1.3M | 66k | 19.44 |
| 2024-12-31 | $994k | 52k | 19.22 |
| 2024-09-30 | $407k | 19k | 21.04 |
| 2024-06-30 | $439k | 22k | 19.85 |
| 2024-03-31 | $752k | 38k | 19.61 |
| 2022-09-30 | $269k | 15k | 18.12 |
| 2022-03-31 | $220k | 10k | 22.00 |
| 2021-12-31 | $493k | 21k | 24.05 |