Capital Investment Advisory Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Capital Investment Advisory Services’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
2019 Q4	–	Sell	-1,400	Closed	-$33K	–	810
2019 Q3	$33K	Hold	1,400	–	–	0.01%	661
2019 Q2	$33K	Hold	1,400	–	–	0.01%	645
2019 Q1	$31K	Hold	1,400	–	–	0.01%	577
2018 Q4	$28K	Buy	+1,400	New	+$28.1K	0.01%	565

Other funds holding FPF

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Investment Advisory Services's FPF Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2019, closing a stake of 1,400 shares — an estimated $33K sold.

Capital Investment Advisory Services first reported a position in FPF in Q4 2018 and held it in 4 quarters. The position peaked at $33K in Q3 2019. 87 funds tracked by Wall St. Rank hold FPF as of Q4 2019.

Capital Investment Advisory Services reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 1,400 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2019, an estimated $33K.
Capital Investment Advisory Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $33K in Q3 2019.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.