Beck Capital Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Beck Capital 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
2014 Q3	–	Sell	-15,670	Closed	-$358K	–	154
2014 Q2	$358K	Buy	+15,670	New	+$352K	0.24%	105

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RVP

Relative Value Partners Northbrook, Illinois $880M AUM 0.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Beck Capital Management's FPF Position: Q3 2014 in Review

Beck Capital Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2014, closing a stake of 15,670 shares — an estimated $358K sold.

Beck Capital Management first reported a position in FPF in Q2 2014 and held it in 1 quarter. The position peaked at $358K in Q2 2014. 51 funds tracked by Wall St. Rank hold FPF as of Q3 2014.

Beck Capital Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2014 after selling out during the quarter.
Beck Capital Management sold 15,670 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2014, an estimated $358K.
Beck Capital Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2014 and held it in 1 quarter.
Beck Capital Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $358K in Q2 2014.
51 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2014.

Based on Beck Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.