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HRT Financial’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

HRT Financial’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
2025
Q1 		– Sell
-11,629
Closed -$234K – 2988
2024
Q4 		$234K Buy
+11,629
New +$245K ﹤0.01% 1848

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HRT Financial's LDP Position: Q1 2025 in Review

HRT Financial sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2025, closing a stake of 11,629 shares — an estimated $234K sold.

HRT Financial first reported a position in LDP in Q4 2024 and held it in 1 quarter. The position peaked at $234K in Q4 2024. 79 funds tracked by Wall St. Rank hold LDP as of Q1 2025.

  • HRT Financial reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 11,629 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2025, an estimated $234K.
  • HRT Financial first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2024 and held it in 1 quarter.
  • HRT Financial's Cohen & Steers Duration Preferred & Income Fund position peaked at $234K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.