EP
LDP icon

Eudaimonia Partners’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-1,783
Closed -$47K – 928
2021
Q1 		$47K Buy
1,783
+21
+1% +$537 0.01% 657
2020
Q4 		$47K Buy
+1,762
New +$43.3K 0.01% 630

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
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
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

Eudaimonia Partners's LDP Position: Q2 2021 in Review

Eudaimonia Partners sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2021, closing a stake of 1,783 shares — an estimated $47K sold.

Eudaimonia Partners first reported a position in LDP in Q4 2020 and held it in 2 quarters. The position peaked at $47K in Q1 2021. 66 funds tracked by Wall St. Rank hold LDP as of Q2 2021.

  • Eudaimonia Partners reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 1,783 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2021, an estimated $47K.
  • Eudaimonia Partners first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and held it in 2 quarters.
  • Eudaimonia Partners's Cohen & Steers Duration Preferred & Income Fund position peaked at $47K in Q1 2021.
  • 66 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.