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Snowden Capital Advisors’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Snowden Capital Advisors’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
2022
Q1 		– Sell
-200
Closed -$5K – 1611
2021
Q4 		$5K Buy
+200
New +$5.4K ﹤0.01% 1705

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BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Snowden Capital Advisors's LDP Position: Q1 2022 in Review

Snowden Capital Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2022, closing a stake of 200 shares — an estimated $5K sold.

Snowden Capital Advisors first reported a position in LDP in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 74 funds tracked by Wall St. Rank hold LDP as of Q1 2022.

  • Snowden Capital Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 200 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2022, an estimated $5K.
  • Snowden Capital Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $5K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.