Mountain Capital Investment Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Mountain Capital Investment Advisors’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
2017 Q3	–	Sell	-1,260	Closed	-$31K	–	517
2017 Q2	$31K	Buy	+1,260	New	+$30.3K	0.03%	165

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mountain Capital Investment Advisors's FPF Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2017, closing a stake of 1,260 shares — an estimated $31K sold.

Mountain Capital Investment Advisors first reported a position in FPF in Q2 2017 and held it in 1 quarter. The position peaked at $31K in Q2 2017. 72 funds tracked by Wall St. Rank hold FPF as of Q3 2017.

Mountain Capital Investment Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2017 after selling out during the quarter.
Mountain Capital Investment Advisors sold 1,260 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2017, an estimated $31K.
Mountain Capital Investment Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2017 and held it in 1 quarter.
Mountain Capital Investment Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $31K in Q2 2017.
72 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.