Liberty Capital Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Liberty Capital Management’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	-1,530	Closed	-$37K	–	146
2017 Q4	$37K	Hold	1,530	–	–	0.02%	192
2017 Q3	$38K	Hold	1,530	–	–	0.02%	196
2017 Q2	$37K	Hold	1,530	–	–	0.02%	188
2017 Q1	$36K	Hold	1,530	–	–	0.02%	178
2016 Q4	$36K	Buy	1,530 +250	+20%	+$5.54K	0.02%	173
2016 Q3	$30K	Buy	+1,280	New	+$30K	0.02%	178

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

Liberty Capital Management's FPF Position: Q1 2018 in Review

Liberty Capital Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2018, closing a stake of 1,530 shares — an estimated $37K sold.

Liberty Capital Management first reported a position in FPF in Q3 2016 and held it in 6 quarters. The position peaked at $38K in Q3 2017. 84 funds tracked by Wall St. Rank hold FPF as of Q1 2018.

Liberty Capital Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2018 after selling out during the quarter.
Liberty Capital Management sold 1,530 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2018, an estimated $37K.
Liberty Capital Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q3 2016 and held it in 6 quarters.
Liberty Capital Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $38K in Q3 2017.
84 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.