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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 33.7 M +USD 1.15 M +45,172 +4%
Morgan Stanley
2
Morgan Stanley
New York
USD 33.3 M -USD 2.3 M -90,083 -6%
Bank of America
3
Bank of America
North Carolina
USD 19 M +USD 1.25 M +48,999 +7%
Baldwin Wealth Partners
4
Baldwin Wealth Partners
Massachusetts
USD 14.8 M +USD 2.31 M +90,724 +19%
Chicago Partners Investment Group
5
Chicago Partners Investment Group
Illinois
USD 8.86 M -USD 14 k -550 -0.2%
Bessemer Group
6
Bessemer Group
New Jersey
USD 8.04 M -USD 1.29 M -50,574 -14%
Invesco
7
Invesco
Georgia
USD 7.94 M -USD 495 k -19,405 -6%
Parametric Portfolio Associates
8
Parametric Portfolio Associates
Washington
USD 3.15 M -USD 1.83 M -71,861 -37%
First Foundation Advisors
9
First Foundation Advisors
California
USD 2.82 M -USD 299 k -11,732 -10%
Kentucky Farm Bureau Mutual Insurance
10
Kentucky Farm Bureau Mutual Insurance
Kentucky
USD 1.53 M – – –
CHA
11
Carmichael Hill & Associates
Maryland
USD 1.23 M +USD 30.6 k +1,199 +3%
Wells Fargo
12
Wells Fargo
California
USD 1.15 M -USD 67.8 k -2,660 -6%
Advisor Group
13
Advisor Group
Arizona
USD 1.14 M +USD 66.7 k +2,616 +6%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 971 k -USD 21.4 k -839 -2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 918 k +USD 317 k +12,448 +53%
B. Riley Financial
16
B. Riley Financial
California
USD 850 k +USD 147 k +5,781 +21%
WA
17
Winfield Associates
Ohio
USD 812 k – – –
YorkBridge Wealth Partners
18
YorkBridge Wealth Partners
New York
USD 674 k +USD 24.8 k +972 +4%
Ladenburg Thalmann Financial Services
19
Ladenburg Thalmann Financial Services
Florida
USD 608 k – – –
HighTower Advisors
20
HighTower Advisors
Illinois
USD 605 k -USD 1.5 k -59 -0.2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
USD 506 k +USD 4.82 k +189 +1%
Capital Investment Advisors
22
Capital Investment Advisors
Georgia
USD 487 k -USD 24.1 k -945 -5%
Greatmark Investment Partners
23
Greatmark Investment Partners
Georgia
USD 448 k +USD 15.3 k +600 +4%
Pathway Financial Advisors
24
Pathway Financial Advisors
Vermont
USD 443 k – – –
Guggenheim Capital
25
Guggenheim Capital
Illinois
USD 394 k -USD 7.32 k -287 -2%
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