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Sachetta’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Sachetta’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
-1,200
Closed -$26.1K – 1247
2024
Q3 		$26.1K Hold
1,200
– – 0.01% 340
2024
Q2 		$23.8K Hold
1,200
– – 0.01% 318
2024
Q1 		$22.1K Hold
1,200
– – 0.01% 298
2023
Q4 		$22.1K Buy
+1,200
New +$21.2K 0.01% 298

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

Sachetta's LDP Position: Q4 2024 in Review

Sachetta sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2024, closing a stake of 1,200 shares — an estimated $26.1K sold.

Sachetta first reported a position in LDP in Q4 2023 and held it in 4 quarters. The position peaked at $26.1K in Q3 2024. 71 funds tracked by Wall St. Rank hold LDP as of Q4 2024.

  • Sachetta reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Sachetta sold 1,200 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2024, an estimated $26.1K.
  • Sachetta first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2023 and held it in 4 quarters.
  • Sachetta's Cohen & Steers Duration Preferred & Income Fund position peaked at $26.1K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.