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

EPG 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
-2,315
Closed -$48K – 492
2020
Q1 		$48K Buy
2,315
+44
+2% +$1.09K 0.04% 285
2019
Q4 		$60K Buy
+2,271
New +$59K 0.04% 212

Other funds holding LDP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

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

EPG Wealth Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2020, closing a stake of 2,315 shares — an estimated $48K sold.

EPG Wealth Management first reported a position in LDP in Q4 2019 and held it in 2 quarters. The position peaked at $60K in Q4 2019. 56 funds tracked by Wall St. Rank hold LDP as of Q2 2020.

  • EPG Wealth Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 2,315 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2020, an estimated $48K.
  • EPG Wealth Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $60K in Q4 2019.
  • 56 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2020.

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