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Cohen & Steers Duration Preferred & Income Fund
LDP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UBS Group
1
UBS Group
Switzerland
USD 35.6 M +USD 3.66 M +140,077 +12%
Morgan Stanley
2
Morgan Stanley
New York
USD 33.4 M -USD 27.4 k -1,047 -0.1%
Bank of America
3
Bank of America
North Carolina
USD 18.6 M +USD 1.68 M +64,449 +10%
Bessemer Group
4
Bessemer Group
New Jersey
USD 17.5 M -USD 2.6 M -99,500 -13%
Baldwin Wealth Partners
5
Baldwin Wealth Partners
Massachusetts
USD 12.6 M -USD 165 k -6,327 -1%
Invesco
6
Invesco
Georgia
USD 8.25 M +USD 540 k +20,652 +7%
First Foundation Advisors
7
First Foundation Advisors
California
USD 6.02 M -USD 1.67 M -63,808 -22%
Parametric Portfolio Associates
8
Parametric Portfolio Associates
Washington
USD 5.65 M +USD 5.52 M +211,296 Nuevas
Chicago Partners Investment Group
9
Chicago Partners Investment Group
Illinois
USD 2.09 M -USD 2.11 M -80,847 -50%
Ronald Blue & Co
10
Ronald Blue & Co
Georgia
USD 1.65 M +USD 241 k +9,228 +18%
Kentucky Farm Bureau Mutual Insurance
11
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 1.6 M – – –
Wells Fargo
12
Wells Fargo
California
USD 1.49 M -USD 3.11 k -119 -0.2%
Capital Investment Advisors
13
Capital Investment Advisors
Georgia
USD 1.24 M -USD 588 k -22,523 -33%
Guggenheim Capital
14
Guggenheim Capital
Illinois
USD 964 k +USD 144 k +5,510 +18%
Advisor Group
15
Advisor Group
Arizona
USD 955 k +USD 262 k +10,015 +39%
WA
16
Winfield Associates
Ohio
USD 835 k -USD 6.53 k -250 -0.8%
YorkBridge Wealth Partners
17
YorkBridge Wealth Partners
New York
USD 749 k – – –
B. Riley Financial
18
B. Riley Financial
California
USD 748 k +USD 30.3 k +1,160 +4%
Raymond James & Associates
19
Raymond James & Associates
Florida
USD 747 k -USD 85.4 k -3,268 -10%
HighTower Advisors
20
HighTower Advisors
Illinois
USD 639 k +USD 334 k +12,802 +115%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 466 k -USD 11.1 k -424 -2%
ACG Wealth
22
ACG Wealth
Georgia
USD 346 k +USD 2.12 k +81 +0.6%
Citigroup
23
Citigroup
New York
USD 321 k -USD 183 -7 -0.1%
GBA
24
Garrison Bradford & Associates
New York
USD 294 k – – –
Raymond James Financial Services Advisors
25
Raymond James Financial Services Advisors
Florida
USD 265 k -USD 1.96 k -75 -0.8%
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