Baystate Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Baystate Wealth Management’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
2023 Q4	$7.48K	Buy	+405	New	+$7.17K	﹤0.01%	798

Other funds holding LDP

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

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

CPIG

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Baystate Wealth Management's LDP Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2023: 405 shares worth $7.48K. The stake represents ﹤0.01% of the portfolio and ranks #798 among its holdings.

75 funds tracked by Wall St. Rank hold LDP as of Q4 2023.

Baystate Wealth Management held 405 shares of Cohen & Steers Duration Preferred & Income Fund worth $7.48K as of Q4 2023.
Cohen & Steers Duration Preferred & Income Fund was a new Baystate Wealth Management position in Q4 2023.
Cohen & Steers Duration Preferred & Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #798 holding.
75 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.