Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Cambridge Investment Research Advisors’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
2022
Q4 		– Sell
-10,108
Closed -$183K – 3166
2022
Q3 		$183K Buy
+10,108
New +$205K ﹤0.01% 2725
2022
Q2 		– Sell
-9,336
Closed -$214K – 3150
2022
Q1 		$214K Buy
9,336
+24
+0.3% +$566 ﹤0.01% 2814
2021
Q4 		$247K Sell
9,312
-102
-1% -$2.75K ﹤0.01% 2707
2021
Q3 		$257K Buy
9,414
+9
+0.1% +$244 ﹤0.01% 2591
2021
Q2 		$258K Buy
9,405
+284
+3% +$7.58K ﹤0.01% 2590
2021
Q1 		$238K Buy
9,121
+14
+0.2% +$358 ﹤0.01% 2466
2020
Q4 		$242K Buy
9,107
+14
+0.2% +$344 ﹤0.01% 2320
2020
Q3 		$213K Sell
9,093
-9,351
-51% -$220K ﹤0.01% 2195
2020
Q2 		$415K Hold
18,444
– – ﹤0.01% 1667
2020
Q1 		$379K Buy
18,444
+850
+5% +$21K ﹤0.01% 1535
2019
Q4 		$461K Sell
17,594
-2,425
-12% -$63K ﹤0.01% 1639
2019
Q3 		$512K Buy
20,019
+1,280
+7% +$32.3K ﹤0.01% 1479
2019
Q2 		$466K Buy
18,739
+690
+4% +$16.7K ﹤0.01% 1467
2019
Q1 		$427K Buy
18,049
+7,840
+77% +$183K ﹤0.01% 1592
2018
Q4 		$223K Buy
10,209
+1,050
+11% +$23.4K ﹤0.01% 1850
2018
Q3 		$218K Buy
9,159
+127
+1% +$3.15K ﹤0.01% 2000
2018
Q2 		$231K Sell
9,032
-157
-2% -$4K ﹤0.01% 1911
2018
Q1 		$234K Sell
9,189
-1,200
-12% -$30.7K ﹤0.01% 1856
2017
Q4 		$271K Buy
10,389
+1,004
+11% +$26.5K ﹤0.01% 1722
2017
Q3 		$251K Buy
+9,385
New +$250K ﹤0.01% 1676

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Cambridge Investment Research Advisors's LDP Position: Q4 2022 in Review

Cambridge Investment Research Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2022, closing a stake of 10,108 shares — an estimated $183K sold.

Cambridge Investment Research Advisors first reported a position in LDP in Q3 2017 and held it in 20 quarters. The position peaked at $512K in Q3 2019. 74 funds tracked by Wall St. Rank hold LDP as of Q4 2022.

  • Cambridge Investment Research Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2022 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,108 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2022, an estimated $183K.
  • Cambridge Investment Research Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2017 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $512K in Q3 2019.
  • 74 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.