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Next Financial Group’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-300
Closed -$6K – 1307
2020
Q1 		$6K Buy
+300
New +$7.41K ﹤0.01% 1664

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
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's LDP Position: Q2 2020 in Review

Next Financial Group sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2020, closing a stake of 300 shares — an estimated $6K sold.

Next Financial Group first reported a position in LDP in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 56 funds tracked by Wall St. Rank hold LDP as of Q2 2020.

  • Next Financial Group reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 300 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2020, an estimated $6K.
  • Next Financial Group first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2020 and held it in 1 quarter.
  • Next Financial Group's Cohen & Steers Duration Preferred & Income Fund position peaked at $6K in Q1 2020.
  • 56 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.