CWM
FPF

Cornerstone Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Cornerstone Wealth Management’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
2018
Q4 		– Sell
-243,479
Closed -$9.9M – 628
2018
Q3 		$9.9M Buy
243,479
+185,539
+320% +$4.04M 0.12% 181
2018
Q2 		$2.69M Buy
57,940
+44,472
+330% +$986K 0.03% 447
2018
Q1 		$309K Buy
13,468
+1,299
+11% +$30.3K 0.06% 288
2017
Q4 		$292K Buy
12,169
+2,264
+23% +$55.9K 0.05% 309
2017
Q3 		$241K Buy
+9,905
New +$243K 0.05% 320

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return