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Cohen & Steers Duration Preferred & Income Fund
LDP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 29.3 M -USD 4.22 M -178,773 -13%
UBS Group
2
UBS Group
Switzerland
USD 24 M +USD 4.59 M +194,451 +24%
Bessemer Group
3
Bessemer Group
New Jersey
USD 16.1 M -USD 827 k -35,000 -5%
Baldwin Wealth Partners
4
Baldwin Wealth Partners
Massachusetts
USD 13.5 M +USD 1.64 M +69,314 +14%
Bank of America
5
Bank of America
North Carolina
USD 13.4 M +USD 887 k +37,545 +7%
First Foundation Advisors
6
First Foundation Advisors
California
USD 7.94 M -USD 1 M -42,499 -12%
Invesco
7
Invesco
Georgia
USD 5.17 M -USD 1.24 M -52,409 -20%
Wells Fargo
8
Wells Fargo
California
USD 5.03 M -USD 1.94 k -82 -0%
CFP
9
Cornerstone Financial Partners
North Carolina
USD 2.68 M -USD 297 k -12,566 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 2.4 M +USD 1.09 M +46,258 +88%
VFS
11
VSR Financial Services
Kansas
USD 1.22 M +USD 62 k +2,624 +6%
Ronald Blue & Co
12
Ronald Blue & Co
Georgia
USD 1.14 M +USD 21.9 k +928 +2%
Kentucky Farm Bureau Mutual Insurance
13
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 1.09 M – – –
Guggenheim Capital
14
Guggenheim Capital
Illinois
USD 851 k -USD 402 k -17,006 -33%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 850 k +USD 66.6 k +2,822 +9%
B. Riley Financial
16
B. Riley Financial
California
USD 711 k +USD 1.28 k +54 +0.2%
LPL Financial
17
LPL Financial
California
USD 544 k -USD 471 k -19,939 -47%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
USD 486 k – – –
WA
19
Winfield Associates
Ohio
USD 407 k -USD 4.72 k -200 -1%
Advisor Group
20
Advisor Group
Arizona
USD 362 k +USD 353 k +14,956 Nuevas
Deutsche Bank
21
Deutsche Bank
Germany
USD 349 k – – –
Sigma Planning Corp
22
Sigma Planning Corp
Michigan
USD 312 k +USD 34.8 k +1,475 +13%
Citigroup
23
Citigroup
New York
USD 300 k -USD 46.4 k -1,966 -14%
GBA
24
Garrison Bradford & Associates
New York
USD 292 k +USD 283 k +12,000 Nuevas
HighTower Advisors
25
HighTower Advisors
Illinois
USD 290 k +USD 1.2 k +51 +0.4%
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