Quad-Cities Investment Group’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Quad-Cities Investment Group’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	-836	Closed	-$20K	–	340
2019 Q3	$20K	Buy	836 +2	+0.2%	+$46	0.02%	489
2019 Q2	$19K	Buy	834 +4	+0.5%	+$89	0.02%	504
2019 Q1	$19K	Buy	830 +4	+0.5%	+$85	0.02%	496
2018 Q4	$17K	Buy	826 +3	+0.4%	+$60	0.02%	512
2018 Q3	$19K	Buy	823 +19	+2%	+$413	0.02%	524
2018 Q2	$18K	Buy	+804	New	+$17.8K	0.02%	541

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

Quad-Cities Investment Group's FPF Position: Q4 2019 in Review

Quad-Cities Investment Group sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2019, closing a stake of 836 shares — an estimated $20K sold.

Quad-Cities Investment Group first reported a position in FPF in Q2 2018 and held it in 6 quarters. The position peaked at $20K in Q3 2019. 87 funds tracked by Wall St. Rank hold FPF as of Q4 2019.

Quad-Cities Investment Group reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2019 after selling out during the quarter.
Quad-Cities Investment Group sold 836 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2019, an estimated $20K.
Quad-Cities Investment Group first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2018 and held it in 6 quarters.
Quad-Cities Investment Group's First Trust Intermediate Duration Preferred & Income Fund position peaked at $20K in Q3 2019.
87 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2019.

Based on Quad-Cities Investment Group's 13F filing for Q4 2019, filed 28 Jan 2020.