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Marino Stram & Associates’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-60,493
Closed -$1.66M – 224
2021
Q2 		$1.66M Buy
+60,493
New +$1.62M 0.43% 61

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

Marino Stram & Associates's LDP Position: Q3 2021 in Review

Marino Stram & Associates sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q3 2021, closing a stake of 60,493 shares — an estimated $1.66M sold.

Marino Stram & Associates first reported a position in LDP in Q2 2021 and held it in 1 quarter. The position peaked at $1.66M in Q2 2021. 67 funds tracked by Wall St. Rank hold LDP as of Q3 2021.

  • Marino Stram & Associates reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 60,493 Cohen & Steers Duration Preferred & Income Fund shares in Q3 2021, an estimated $1.66M.
  • Marino Stram & Associates first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Cohen & Steers Duration Preferred & Income Fund position peaked at $1.66M in Q2 2021.
  • 67 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.