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IPG Investment Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

IPG Investment Advisors’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
2021
Q4 		– Sell
-12,850
Closed -$351K – 221
2021
Q3 		$351K Buy
12,850
+4,925
+62% +$134K 0.11% 82
2021
Q2 		$217K Buy
+7,925
New +$212K 0.06% 121

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

IPG Investment Advisors's LDP Position: Q4 2021 in Review

IPG Investment Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2021, closing a stake of 12,850 shares — an estimated $351K sold.

IPG Investment Advisors first reported a position in LDP in Q2 2021 and held it in 2 quarters. The position peaked at $351K in Q3 2021. 71 funds tracked by Wall St. Rank hold LDP as of Q4 2021.

  • IPG Investment Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2021 after selling out during the quarter.
  • IPG Investment Advisors sold 12,850 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2021, an estimated $351K.
  • IPG Investment Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2021 and held it in 2 quarters.
  • IPG Investment Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $351K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2021.

Based on IPG Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.