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FourThought Financial’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

FourThought Financial’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
2022
Q1 		– Sell
-1,484
Closed -$39K – 1522
2021
Q4 		$39K Hold
1,484
– – ﹤0.01% 741
2021
Q3 		$40K Hold
1,484
– – 0.01% 755
2021
Q2 		$40K Hold
1,484
– – 0.01% 770
2021
Q1 		$38K Hold
1,484
– – 0.01% 754
2020
Q4 		$39K Buy
+1,484
New +$36.4K 0.01% 722

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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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

FourThought Financial's LDP Position: Q1 2022 in Review

FourThought Financial sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2022, closing a stake of 1,484 shares — an estimated $39K sold.

FourThought Financial first reported a position in LDP in Q4 2020 and held it in 5 quarters. The position peaked at $40K in Q3 2021. 74 funds tracked by Wall St. Rank hold LDP as of Q1 2022.

  • FourThought Financial reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 1,484 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2022, an estimated $39K.
  • FourThought Financial first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2020 and held it in 5 quarters.
  • FourThought Financial's Cohen & Steers Duration Preferred & Income Fund position peaked at $40K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.