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Darwin Wealth Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Darwin Wealth Management’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
2020
Q2 		– Sell
-1,319
Closed -$27K – 478
2020
Q1 		$27K Buy
+1,319
New +$32.6K 0.01% 316

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Bank of America
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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Darwin Wealth Management's LDP Position: Q2 2020 in Review

Darwin Wealth Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2020, closing a stake of 1,319 shares — an estimated $27K sold.

Darwin Wealth Management first reported a position in LDP in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 56 funds tracked by Wall St. Rank hold LDP as of Q2 2020.

  • Darwin Wealth Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 1,319 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2020, an estimated $27K.
  • Darwin Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $27K in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.