CPIG
FPF icon

Chicago Partners Investment Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Chicago Partners Investment Group’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
2015
Q3 		– Sell
-768
Closed -$17K – 442
2015
Q2 		$17K Buy
768
+8
+1% +$179 0.01% 312
2015
Q1 		$17K Sell
760
-8
-1% -$179 0.01% 304
2014
Q4 		$17K Buy
+768
New +$16.8K 0.01% 304

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Chicago Partners Investment Group's FPF Position: Q3 2015 in Review

Chicago Partners Investment Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2015, closing a stake of 768 shares — an estimated $17K sold.

Chicago Partners Investment Group first reported a position in FPF in Q4 2014 and held it in 3 quarters. The position peaked at $17K in Q2 2015. 52 funds tracked by Wall St. Rank hold FPF as of Q3 2015.

  • Chicago Partners Investment Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2015 after selling out during the quarter.
  • Chicago Partners Investment Group sold 768 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2015, an estimated $17K.
  • Chicago Partners Investment Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2014 and held it in 3 quarters.
  • Chicago Partners Investment Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $17K in Q2 2015.
  • 52 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2015.

Based on Chicago Partners Investment Group's 13F filing for Q3 2015, filed 30 Oct 2015.