MUFG Americas’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

MUFG Americas’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
2022 Q4	–	Sell	-650	Closed	-$11K	–	308
2022 Q3	$11K	Buy	+650	New	+$12.3K	﹤0.01%	678
2017 Q3	–	Sell	-23	Closed	-$1K	–	1166
2017 Q2	$1K	Hold	23	–	–	﹤0.01%	1109
2017 Q1	$1K	Buy	+23	New	+$533	﹤0.01%	1098
2015 Q2	–	Sell	-116	Closed	-$3K	–	1199
2015 Q1	$3K	Buy	+116	New	+$2.6K	﹤0.01%	1068

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

MUFG Americas's FPF Position: Q4 2022 in Review

MUFG Americas sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2022, closing a stake of 650 shares — an estimated $11K sold.

MUFG Americas first reported a position in FPF in Q1 2015 and held it in 4 quarters. The position peaked at $11K in Q3 2022. 113 funds tracked by Wall St. Rank hold FPF as of Q4 2022.

MUFG Americas reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2022 after selling out during the quarter.
MUFG Americas sold 650 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2022, an estimated $11K.
MUFG Americas first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2015 and held it in 4 quarters.
MUFG Americas's First Trust Intermediate Duration Preferred & Income Fund position peaked at $11K in Q3 2022.
113 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.