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Financial Advocates Investment Management’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-17,842
Closed -$318K – 740
2023
Q1 		$318K Buy
17,842
+1,299
+8% +$25.6K 0.02% 537
2022
Q4 		$315K Buy
16,543
+3,485
+27% +$65.5K 0.02% 553
2022
Q3 		$236K Buy
+13,058
New +$265K 0.02% 617

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5B AUM 26.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Financial Advocates Investment Management's LDP Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2023, closing a stake of 17,842 shares — an estimated $318K sold.

Financial Advocates Investment Management first reported a position in LDP in Q3 2022 and held it in 3 quarters. The position peaked at $318K in Q1 2023. 67 funds tracked by Wall St. Rank hold LDP as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,842 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2023, an estimated $318K.
  • Financial Advocates Investment Management first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's Cohen & Steers Duration Preferred & Income Fund position peaked at $318K in Q1 2023.
  • 67 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.