Goldman Sachs’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Goldman Sachs’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 Q1	–	Sell	-9,000	Closed	-$236K	–	5400
2019 Q4	$236K	Buy	+9,000	New	+$234K	﹤0.01%	4839
2015 Q1	–	Sell	-14,189	Closed	-$322K	–	7197
2014 Q4	$322K	Buy	+14,189	New	+$341K	﹤0.01%	5716

Other funds holding LDP

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

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

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

CHA

Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

Goldman Sachs's LDP Position: Q1 2020 in Review

Goldman Sachs sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2020, closing a stake of 9,000 shares — an estimated $236K sold.

Goldman Sachs first reported a position in LDP in Q4 2014 and held it in 2 quarters. The position peaked at $322K in Q4 2014. 53 funds tracked by Wall St. Rank hold LDP as of Q1 2020.

Goldman Sachs reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2020 after selling out during the quarter.
Goldman Sachs sold 9,000 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2020, an estimated $236K.
Goldman Sachs first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2014 and held it in 2 quarters.
Goldman Sachs's Cohen & Steers Duration Preferred & Income Fund position peaked at $322K in Q4 2014.
53 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2020.

Based on Goldman Sachs's 13F filing for Q1 2020, filed 15 May 2020.