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Legacy Wealth Partners (California)’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Legacy Wealth Partners (California)’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
2020
Q1 		– Sell
-25,208
Closed -$683K – 95
2019
Q4 		$683K Buy
+25,208
New +$655K 0.5% 42

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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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

Legacy Wealth Partners (California)'s LDP Position: Q1 2020 in Review

Legacy Wealth Partners (California) sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2020, closing a stake of 25,208 shares — an estimated $683K sold.

Legacy Wealth Partners (California) first reported a position in LDP in Q4 2019 and held it in 1 quarter. The position peaked at $683K in Q4 2019. 53 funds tracked by Wall St. Rank hold LDP as of Q1 2020.

  • Legacy Wealth Partners (California) reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Partners (California) sold 25,208 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2020, an estimated $683K.
  • Legacy Wealth Partners (California) first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Partners (California)'s Cohen & Steers Duration Preferred & Income Fund position peaked at $683K in Q4 2019.
  • 53 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2020.

Based on Legacy Wealth Partners (California)'s 13F filing for Q1 2020, filed 15 May 2020.