Gary Goldberg Planning Services’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$33K	Hold	1,465	–	–	0.01%	261
2014 Q3	$36K	Buy	+1,465	New	+$36.5K	0.02%	266

Other funds holding LDP

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

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

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

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

BWP

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FFA

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

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

Gary Goldberg Planning Services's LDP Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Cohen & Steers Duration Preferred & Income Fund (LDP) position steady in Q4 2014 at 1,465 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #261.

Gary Goldberg Planning Services first reported a position in LDP in Q3 2014 and has held it in 2 quarters since. The position peaked at $36K in Q3 2014. 42 funds tracked by Wall St. Rank hold LDP as of Q4 2014.

Gary Goldberg Planning Services held 1,465 shares of Cohen & Steers Duration Preferred & Income Fund worth $33K as of Q4 2014.
Gary Goldberg Planning Services left its Cohen & Steers Duration Preferred & Income Fund share count unchanged in Q4 2014.
Cohen & Steers Duration Preferred & Income Fund made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #261 holding.
Gary Goldberg Planning Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2014 and has held it in 2 quarters since.
Gary Goldberg Planning Services's Cohen & Steers Duration Preferred & Income Fund position peaked at $36K in Q3 2014.
42 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.