1834 Investment Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

1834 Investment Advisors’s Portfolio LDP Stock Details LDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-200	Closed	-$5K	–	443
2018 Q1	$5K	Buy	+200	New	+$5.12K	﹤0.01%	410

Other funds holding LDP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

KFBMI

Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky $329M AUM 25.23% 1-Year Est. Return

1834 Investment Advisors's LDP Position: Q2 2018 in Review

1834 Investment Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2018, closing a stake of 200 shares — an estimated $5K sold.

1834 Investment Advisors first reported a position in LDP in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 50 funds tracked by Wall St. Rank hold LDP as of Q2 2018.

1834 Investment Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 200 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2018, an estimated $5K.
1834 Investment Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2018 and held it in 1 quarter.
1834 Investment Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $5K in Q1 2018.
50 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.