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Arkadios Wealth Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-138
Closed -$3K – 1249
2021
Q3 		$3K Sell
138
-1,045
-88% -$28.4K ﹤0.01% 1710
2021
Q2 		$32K Buy
1,183
+954
+417% +$25.5K ﹤0.01% 1095
2021
Q1 		$5K Sell
229
-94
-29% -$2.4K ﹤0.01% 1367
2020
Q4 		$8K Buy
+323
New +$7.93K ﹤0.01% 1018

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

Arkadios Wealth Advisors's LDP Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2021, closing a stake of 138 shares — an estimated $3K sold.

Arkadios Wealth Advisors first reported a position in LDP in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q2 2021. 71 funds tracked by Wall St. Rank hold LDP as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 138 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2021, an estimated $3K.
  • Arkadios Wealth Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $32K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.