Certified Advisory Corp’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-800	Closed	-$21K	–	501
2021 Q1	$21K	Buy	+800	New	+$20.5K	0.01%	481
2020 Q2	$18K	Hold	800	–	–	0.01%	458
2020 Q1	$16K	Hold	800	–	–	0.01%	456
2019 Q4	$21K	Hold	800	–	–	0.01%	474
2019 Q3	$20K	Buy	+800	New	+$20.2K	0.01%	487

Other funds holding LDP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

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

BWP

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

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

LexAurum Advisors Overland Park, Kansas $866M AUM

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

CHA

Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

Certified Advisory Corp's LDP Position: Q2 2021 in Review

Certified Advisory Corp sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2021, closing a stake of 800 shares — an estimated $21K sold.

Certified Advisory Corp first reported a position in LDP in Q3 2019 and held it in 5 quarters. The position peaked at $21K in Q1 2021. 66 funds tracked by Wall St. Rank hold LDP as of Q2 2021.

Certified Advisory Corp reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 800 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2021, an estimated $21K.
Certified Advisory Corp first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2019 and held it in 5 quarters.
Certified Advisory Corp's Cohen & Steers Duration Preferred & Income Fund position peaked at $21K in Q1 2021.
66 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.