GI
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Gradient Investments’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-325
Closed -$5.99K – 1567
2023
Q4 		$5.99K Buy
+325
New +$5.75K ﹤0.01% 952
2022
Q4 		– Sell
-40
Closed -$1K – 1592
2022
Q3 		$1K Buy
+40
New +$811 ﹤0.01% 1252

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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Gradient Investments's LDP Position: Q1 2024 in Review

Gradient Investments sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2024, closing a stake of 325 shares — an estimated $5.99K sold.

Gradient Investments first reported a position in LDP in Q3 2022 and held it in 2 quarters. The position peaked at $5.99K in Q4 2023. 63 funds tracked by Wall St. Rank hold LDP as of Q1 2024.

  • Gradient Investments reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 325 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2024, an estimated $5.99K.
  • Gradient Investments first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2022 and held it in 2 quarters.
  • Gradient Investments's Cohen & Steers Duration Preferred & Income Fund position peaked at $5.99K in Q4 2023.
  • 63 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.