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Advantage Investment Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Advantage Investment Management’s Portfolio FPF Stock Details FPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-828
Closed -$19K – 995
2016
Q4 		$19K Buy
+828
New +$18.3K 0.01% 521

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Advantage Investment Management's FPF Position: Q1 2017 in Review

Advantage Investment Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2017, closing a stake of 828 shares — an estimated $19K sold.

Advantage Investment Management first reported a position in FPF in Q4 2016 and held it in 1 quarter. The position peaked at $19K in Q4 2016. 74 funds tracked by Wall St. Rank hold FPF as of Q1 2017.

  • Advantage Investment Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2017 after selling out during the quarter.
  • Advantage Investment Management sold 828 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2017, an estimated $19K.
  • Advantage Investment Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2016 and held it in 1 quarter.
  • Advantage Investment Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $19K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2017.

Based on Advantage Investment Management's 13F filing for Q1 2017, filed 8 May 2017.