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Advisor Resource Council’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Advisor Resource Council’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
2022
Q2 		– Sell
-12,931
Closed -$296K – 539
2022
Q1 		$296K Buy
+12,931
New +$305K 0.09% 154

Other funds holding LDP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Advisor Resource Council's LDP Position: Q2 2022 in Review

Advisor Resource Council sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2022, closing a stake of 12,931 shares — an estimated $296K sold.

Advisor Resource Council first reported a position in LDP in Q1 2022 and held it in 1 quarter. The position peaked at $296K in Q1 2022. 74 funds tracked by Wall St. Rank hold LDP as of Q2 2022.

  • Advisor Resource Council reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2022 after selling out during the quarter.
  • Advisor Resource Council sold 12,931 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2022, an estimated $296K.
  • Advisor Resource Council first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2022 and held it in 1 quarter.
  • Advisor Resource Council's Cohen & Steers Duration Preferred & Income Fund position peaked at $296K in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2022.

Based on Advisor Resource Council's 13F filing for Q2 2022, filed 27 Jul 2022.