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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 36.4 M +USD 3.26 M +123,416 +10%
UBS Group
2
UBS Group
Switzerland
USD 32.3 M -USD 3.05 M -115,261 -9%
Bank of America
3
Bank of America
North Carolina
USD 17.7 M -USD 2.9 M -109,587 -14%
Baldwin Wealth Partners
4
Baldwin Wealth Partners
Massachusetts
USD 12.1 M -USD 114 k -4,300 -0.9%
Bessemer Group
5
Bessemer Group
New Jersey
USD 9.5 M -USD 3.79 M -143,600 -28%
Chicago Partners Investment Group
6
Chicago Partners Investment Group
Illinois
USD 8.63 M +USD 463 k +17,516 +6%
Invesco
7
Invesco
Georgia
USD 8.41 M +USD 86.4 k +3,268 +1%
Parametric Portfolio Associates
8
Parametric Portfolio Associates
Washington
USD 5.85 M +USD 581 k +21,975 +11%
First Foundation Advisors
9
First Foundation Advisors
California
USD 3.37 M +USD 185 k +6,983 +6%
Shaker Financial Services
10
Shaker Financial Services
Virginia
USD 2.27 M +USD 2.3 M +87,217 Nuevas
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
USD 1.9 M +USD 29.6 k +1,120 +2%
Robinson Capital Management
12
Robinson Capital Management
Michigan
USD 1.83 M +USD 1.86 M +70,289 Nuevas
Kentucky Farm Bureau Mutual Insurance
13
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 1.56 M – – –
Wells Fargo
14
Wells Fargo
California
USD 1.31 M -USD 61.4 k -2,323 -4%
Advisor Group
15
Advisor Group
Arizona
USD 1.07 M +USD 51.7 k +1,957 +5%
CHA
16
Carmichael Hill & Associates
Maryland
USD 1.07 M +USD 1.08 M +40,930 Nuevas
Raymond James & Associates
17
Raymond James & Associates
Florida
USD 1.02 M +USD 12.2 k +460 +1%
WA
18
Winfield Associates
Ohio
USD 828 k -USD 39.6 k -1,499 -5%
KSCM
19
Kamunting Street Capital Management
Florida
USD 782 k +USD 581 k +22,000 +275%
B. Riley Financial
20
B. Riley Financial
California
USD 730 k – – –
YorkBridge Wealth Partners
21
YorkBridge Wealth Partners
New York
USD 641 k -USD 66.1 k -2,500 -9%
Millennium Management
22
Millennium Management
New York
USD 625 k +USD 633 k +23,964 Nuevas
HighTower Advisors
23
HighTower Advisors
Illinois
USD 616 k +USD 1.35 k +51 +0.2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
USD 574 k +USD 40 k +1,515 +7%
Capital Investment Advisors
25
Capital Investment Advisors
Georgia
USD 563 k -USD 1.32 k -50 -0.2%
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