BFEC
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Benjamin F. Edwards & Company’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Benjamin F. Edwards & Company’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 		– Sell
-1
Closed – – 2135
2023
Q3 		$0 Buy
+1
New +$18 ﹤0.01% 1784

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SF
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AA
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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
LA
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Benjamin F. Edwards & Company's LDP Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2023, closing a stake of 1 share.

Benjamin F. Edwards & Company first reported a position in LDP in Q3 2023 and held it in 1 quarter. The position peaked at $0 in Q3 2023. 75 funds tracked by Wall St. Rank hold LDP as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1 Cohen & Steers Duration Preferred & Income Fund share in Q4 2023.
  • Benjamin F. Edwards & Company first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2023 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Cohen & Steers Duration Preferred & Income Fund position peaked at $0 in Q3 2023.
  • 75 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.