IFC Holdings’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

IFC Holdings’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
2018 Q1	–	Sell	-37,785	Closed	-$920K	–	126
2017 Q4	$920K	Sell	37,785 -80,487	-68%	-$1.99M	0.06%	211
2017 Q3	$2.92M	Buy	118,272 +9,621	+9%	+$236K	0.2%	72
2017 Q2	$2.7M	Buy	108,651 +4,763	+5%	+$114K	0.21%	73
2017 Q1	$2.42M	Buy	103,888 +5,652	+6%	+$131K	0.21%	72
2016 Q4	$2.23M	Buy	98,236 +16,514	+20%	+$366K	0.22%	70
2016 Q3	$1.91M	Buy	81,722 +11,212	+16%	+$262K	0.2%	83
2016 Q2	$1.65M	Buy	70,510 +37,000	+110%	+$845K	0.19%	89
2016 Q1	$750K	Buy	+33,510	New	+$721K	0.09%	147
2015 Q4	–	Sell	-10,672	Closed	-$232K	–	384
2015 Q3	$232K	Buy	+10,672	New	+$231K	0.04%	317

Other funds holding FPF

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

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

IFC Holdings's FPF Position: Q1 2018 in Review

IFC Holdings sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2018, closing a stake of 37,785 shares — an estimated $920K sold.

IFC Holdings first reported a position in FPF in Q3 2015 and held it in 9 quarters. The position peaked at $2.92M in Q3 2017. 84 funds tracked by Wall St. Rank hold FPF as of Q1 2018.

IFC Holdings reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 37,785 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2018, an estimated $920K.
IFC Holdings first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2015 and held it in 9 quarters.
IFC Holdings's First Trust Intermediate Duration Preferred & Income Fund position peaked at $2.92M in Q3 2017.
84 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.