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
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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Cornerstone Wealth Management's FPF Position: Q1 2018 in Review

Cornerstone Wealth Management increased its First Trust Intermediate Duration Preferred & Income Fund (FPF) stake by 11% in Q1 2018, buying an estimated $30.3K and bringing the position to 13,468 shares worth $309K. The position accounts for 0.06% of the portfolio, ranked #288.

Cornerstone Wealth Management first reported a position in FPF in Q3 2017 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold FPF as of Q1 2018.

  • Cornerstone Wealth Management held 13,468 shares of First Trust Intermediate Duration Preferred & Income Fund worth $309K as of Q1 2018.
  • Cornerstone Wealth Management bought 1,299 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2018, an estimated $30.3K.
  • First Trust Intermediate Duration Preferred & Income Fund made up 0.06% of Cornerstone Wealth Management's portfolio in Q1 2018, its #288 holding.
  • Cornerstone Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2017 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2018.

Based on Cornerstone Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.