Mid Atlantic Financial Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Mid Atlantic Financial 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
2019 Q4	–	Sell	-15,010	Closed	-$355K	–	746
2019 Q3	$355K	Sell	15,010 -13,897	-48%	-$323K	0.04%	453
2019 Q2	$658K	Sell	28,907 -5,396	-16%	-$120K	0.07%	298
2019 Q1	$748K	Buy	34,303 +4,503	+15%	+$95.5K	0.08%	257
2018 Q4	$590K	Buy	+29,800	New	+$598K	0.07%	287

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Mid Atlantic Financial Management's FPF Position: Q4 2019 in Review

Mid Atlantic Financial Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2019, closing a stake of 15,010 shares — an estimated $355K sold.

Mid Atlantic Financial Management first reported a position in FPF in Q4 2018 and held it in 4 quarters. The position peaked at $748K in Q1 2019. 87 funds tracked by Wall St. Rank hold FPF as of Q4 2019.

Mid Atlantic Financial Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 15,010 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2019, an estimated $355K.
Mid Atlantic Financial Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2018 and held it in 4 quarters.
Mid Atlantic Financial Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $748K in Q1 2019.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2019, filed 11 Feb 2020.