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Good Life Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Good Life Advisors’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
Q4 		– Sell
-18,774
Closed -$320K – 444
2023
Q3 		$320K Buy
18,774
+5,405
+40% +$96.4K 0.04% 296
2023
Q2 		$243K Buy
+13,369
New +$234K 0.03% 339

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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM

Good Life Advisors's LDP Position: Q4 2023 in Review

Good Life Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2023, closing a stake of 18,774 shares — an estimated $320K sold.

Good Life Advisors first reported a position in LDP in Q2 2023 and held it in 2 quarters. The position peaked at $320K in Q3 2023. 75 funds tracked by Wall St. Rank hold LDP as of Q4 2023.

  • Good Life Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2023 after selling out during the quarter.
  • Good Life Advisors sold 18,774 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2023, an estimated $320K.
  • Good Life Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2023 and held it in 2 quarters.
  • Good Life Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $320K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2023.

Based on Good Life Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.