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

Doyle 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
2019 Q3	–	Sell	-4,355	Closed	-$108K	–	500
2019 Q2	$108K	Buy	+4,355	New	+$106K	0.01%	256
2019 Q1	–	Sell	-4,188	Closed	-$91K	–	487
2018 Q4	$91K	Buy	+4,188	New	+$93.4K	0.02%	270

Other funds holding LDP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Doyle Wealth Management's LDP Position: Q3 2019 in Review

Doyle Wealth Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q3 2019, closing a stake of 4,355 shares — an estimated $108K sold.

Doyle Wealth Management first reported a position in LDP in Q4 2018 and held it in 2 quarters. The position peaked at $108K in Q2 2019. 54 funds tracked by Wall St. Rank hold LDP as of Q3 2019.

Doyle Wealth Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 4,355 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2019, an estimated $108K.
Doyle Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $108K in Q2 2019.
54 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.