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POM Investment Strategies’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

POM Investment Strategies’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
2024
Q4 		– Sell
-300
Closed -$6.53K – 364
2024
Q3 		$6.53K Buy
+300
New +$6.07K 0.01% 160

Other funds holding LDP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

POM Investment Strategies's LDP Position: Q4 2024 in Review

POM Investment Strategies sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2024, closing a stake of 300 shares — an estimated $6.53K sold.

POM Investment Strategies first reported a position in LDP in Q3 2024 and held it in 1 quarter. The position peaked at $6.53K in Q3 2024. 71 funds tracked by Wall St. Rank hold LDP as of Q4 2024.

  • POM Investment Strategies reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
  • POM Investment Strategies sold 300 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2024, an estimated $6.53K.
  • POM Investment Strategies first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q3 2024 and held it in 1 quarter.
  • POM Investment Strategies's Cohen & Steers Duration Preferred & Income Fund position peaked at $6.53K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2024.

Based on POM Investment Strategies's 13F filing for Q4 2024, filed 29 Jan 2025.