HCR Wealth Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

HCR Wealth Advisors’s Portfolio FPF Stock Details FPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-15,917	Closed	-$3.08M	–	166
2019 Q1	$3.08M	Buy	15,917 +763	+5%	+$16.2K	0.88%	22
2018 Q4	$2.63M	Sell	15,154 -146	-1%	-$2.93K	0.85%	22
2018 Q3	$2.61M	Sell	15,300 -1,196,221	-99%	-$26M	0.85%	21
2018 Q2	$25.9M	Buy	1,211,521 +1,194,472	+7,006%	+$26.5M	8.48%	3
2018 Q1	$2.64M	Sell	17,049 -590	-3%	-$13.8K	0.92%	20
2017 Q4	$2.62M	Hold	17,639	–	–	0.91%	23
2017 Q3	$2.46M	Hold	17,639	–	–	1.04%	21
2017 Q2	$2.35M	Sell	17,639 -893	-5%	-$21.5K	1.16%	20
2017 Q1	$2.27M	Sell	18,532 -1,013	-5%	-$23.5K	1.16%	22
2016 Q4	$2.23M	Buy	+19,545	New	+$433K	1.18%	23

Other funds holding FPF

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

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HCR Wealth Advisors's FPF Position: Q2 2019 in Review

HCR Wealth Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q2 2019, closing a stake of 15,917 shares — an estimated $3.08M sold.

HCR Wealth Advisors first reported a position in FPF in Q4 2016 and held it in 10 quarters. The position peaked at $25.9M in Q2 2018. 88 funds tracked by Wall St. Rank hold FPF as of Q2 2019.

HCR Wealth Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q2 2019 after selling out during the quarter.
HCR Wealth Advisors sold 15,917 First Trust Intermediate Duration Preferred & Income Fund shares in Q2 2019, an estimated $3.08M.
HCR Wealth Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2016 and held it in 10 quarters.
HCR Wealth Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $25.9M in Q2 2018.
88 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q2 2019.

Based on HCR Wealth Advisors's 13F filing for Q2 2019, filed 25 Jul 2019.