Ameriprise
LDP icon

Ameriprise’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Ameriprise’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
2021
Q4 		– Sell
-7,440
Closed -$203K – 4012
2021
Q3 		$203K Buy
+7,440
New +$202K ﹤0.01% 3701
2014
Q4 		– Sell
-300
Closed -$7K – 4089
2014
Q3 		$7K Buy
+300
New +$7.47K ﹤0.01% 5002

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
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

Ameriprise's LDP Position: Q4 2021 in Review

Ameriprise sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2021, closing a stake of 7,440 shares — an estimated $203K sold.

Ameriprise first reported a position in LDP in Q3 2014 and held it in 2 quarters. The position peaked at $203K in Q3 2021. 71 funds tracked by Wall St. Rank hold LDP as of Q4 2021.

  • Ameriprise reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Ameriprise sold 7,440 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2021, an estimated $203K.
  • Ameriprise first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2014 and held it in 2 quarters.
  • Ameriprise's Cohen & Steers Duration Preferred & Income Fund position peaked at $203K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2021.

Based on Ameriprise's 13F filing for Q4 2021, filed 14 Feb 2022.