HL Financial Services’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

HL Financial Services’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
2017 Q3	–	Sell	-27,626	Closed	-$685K	–	687
2017 Q2	$685K	Buy	27,626 +16,004	+138%	+$385K	0.01%	407
2017 Q1	$270K	Buy	+11,622	New	+$269K	0.01%	583

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

VIA

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

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HL Financial Services's FPF Position: Q3 2017 in Review

HL Financial Services sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2017, closing a stake of 27,626 shares — an estimated $685K sold.

HL Financial Services first reported a position in FPF in Q1 2017 and held it in 2 quarters. The position peaked at $685K in Q2 2017. 72 funds tracked by Wall St. Rank hold FPF as of Q3 2017.

HL Financial Services reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2017 after selling out during the quarter.
HL Financial Services sold 27,626 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2017, an estimated $685K.
HL Financial Services first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2017 and held it in 2 quarters.
HL Financial Services's First Trust Intermediate Duration Preferred & Income Fund position peaked at $685K in Q2 2017.
72 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2017.

Based on HL Financial Services's 13F filing for Q3 2017, filed 3 Nov 2017.