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Robert N. Shapiro’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Robert N. Shapiro’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
2013
Q4 		– Sell
-1,130
Closed -$25K – 834
2013
Q3 		$25K Hold
1,130
– – ﹤0.01% 751
2013
Q2 		$28K Buy
+1,130
New +$29.3K 0.01% 676

Other funds holding LDP

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Robert N. Shapiro's LDP Position: Q4 2013 in Review

Robert N. Shapiro sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2013, closing a stake of 1,130 shares — an estimated $25K sold.

Robert N. Shapiro first reported a position in LDP in Q2 2013 and held it in 2 quarters. The position peaked at $28K in Q2 2013. 29 funds tracked by Wall St. Rank hold LDP as of Q4 2013.

  • Robert N. Shapiro reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 1,130 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2013, an estimated $25K.
  • Robert N. Shapiro first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Cohen & Steers Duration Preferred & Income Fund position peaked at $28K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.