MGO One Seven’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

MGO One Seven’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	-7,851	Closed	-$171K	–	1089
2018 Q4	$171K	Sell	7,851 -1,074	-12%	-$23.9K	0.07%	306
2018 Q3	$212K	Buy	+8,925	New	+$221K	0.1%	303
2018 Q1	$92K	Sell	3,612 -1,242	-26%	-$31.8K	0.04%	459
2017 Q4	$127K	Buy	+4,854	New	+$128K	0.06%	381

Other funds holding LDP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

MGO One Seven's LDP Position: Q1 2019 in Review

MGO One Seven sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2019, closing a stake of 7,851 shares — an estimated $171K sold.

MGO One Seven first reported a position in LDP in Q4 2017 and held it in 4 quarters. The position peaked at $212K in Q3 2018. 54 funds tracked by Wall St. Rank hold LDP as of Q1 2019.

MGO One Seven reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 7,851 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2019, an estimated $171K.
MGO One Seven first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2017 and held it in 4 quarters.
MGO One Seven's Cohen & Steers Duration Preferred & Income Fund position peaked at $212K in Q3 2018.
54 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.