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Inscription Capital’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Inscription Capital’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
2019
Q1 		– Sell
-17,500
Closed -$382K – 275
2018
Q4 		$382K Buy
+17,500
New +$390K 0.21% 82

Other funds holding LDP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Inscription Capital's LDP Position: Q1 2019 in Review

Inscription Capital sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2019, closing a stake of 17,500 shares — an estimated $382K sold.

Inscription Capital first reported a position in LDP in Q4 2018 and held it in 1 quarter. The position peaked at $382K in Q4 2018. 54 funds tracked by Wall St. Rank hold LDP as of Q1 2019.

  • Inscription Capital reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2019 after selling out during the quarter.
  • Inscription Capital sold 17,500 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2019, an estimated $382K.
  • Inscription Capital first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2018 and held it in 1 quarter.
  • Inscription Capital's Cohen & Steers Duration Preferred & Income Fund position peaked at $382K in Q4 2018.
  • 54 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2019.

Based on Inscription Capital's 13F filing for Q1 2019, filed 16 May 2019.