CCM
FPF icon

Cribstone Capital Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Cribstone Capital 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
Q3 		– Sell
-4,000
Closed -$86K – 783
2018
Q2 		$86K Buy
+4,000
New +$88.7K 0.04% 206

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cribstone Capital Management's FPF Position: Q3 2018 in Review

Cribstone Capital Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2018, closing a stake of 4,000 shares — an estimated $86K sold.

Cribstone Capital Management first reported a position in FPF in Q2 2018 and held it in 1 quarter. The position peaked at $86K in Q2 2018. 91 funds tracked by Wall St. Rank hold FPF as of Q3 2018.

  • Cribstone Capital Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2018 after selling out during the quarter.
  • Cribstone Capital Management sold 4,000 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2018, an estimated $86K.
  • Cribstone Capital Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2018 and held it in 1 quarter.
  • Cribstone Capital Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $86K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2018.

Based on Cribstone Capital Management's 13F filing for Q3 2018, filed 25 Oct 2018.