Bruderman Asset Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Bruderman Asset 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
2016 Q4	–	Sell	-1,465	Closed	-$37K	–	381
2016 Q3	$37K	Hold	1,465	–	–	0.01%	234
2016 Q2	$36K	Hold	1,465	–	–	0.01%	226
2016 Q1	$34K	Hold	1,465	–	–	0.01%	232
2015 Q4	$33K	Hold	1,465	–	–	0.01%	248
2015 Q3	$32K	Hold	1,465	–	–	0.01%	244
2015 Q2	$34K	Hold	1,465	–	–	0.01%	258
2015 Q1	$35K	Buy	+1,465	New	+$34.8K	0.01%	250

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KFBMI

Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky $329M AUM 25.23% 1-Year Est. Return

Bruderman Asset Management's LDP Position: Q4 2016 in Review

Bruderman Asset Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2016, closing a stake of 1,465 shares — an estimated $37K sold.

Bruderman Asset Management first reported a position in LDP in Q1 2015 and held it in 7 quarters. The position peaked at $37K in Q3 2016. 39 funds tracked by Wall St. Rank hold LDP as of Q4 2016.

Bruderman Asset Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2016 after selling out during the quarter.
Bruderman Asset Management sold 1,465 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2016, an estimated $37K.
Bruderman Asset Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2015 and held it in 7 quarters.
Bruderman Asset Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $37K in Q3 2016.
39 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2016.

Based on Bruderman Asset Management's 13F filing for Q4 2016, filed 13 Feb 2017.