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

BerganKDV Wealth Management's LDP Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 0.26% in Q2 2023, selling an estimated $1.86K and leaving 40,960 shares worth $745K. The position accounts for 0.07% of the portfolio, ranked #147.

BerganKDV Wealth Management first reported a position in LDP in Q1 2021 and has held it in 10 quarters since. 67 funds tracked by Wall St. Rank hold LDP as of Q2 2023.

• BerganKDV Wealth Management held 40,960 shares of Cohen & Steers Duration Preferred & Income Fund worth $745K as of Q2 2023.
• BerganKDV Wealth Management sold 106 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2023, an estimated $1.86K.
• Cohen & Steers Duration Preferred & Income Fund made up 0.07% of BerganKDV Wealth Management's portfolio in Q2 2023, its #147 holding.
• BerganKDV Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2021 and has held it in 10 quarters since.
• 67 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.