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Sowell Financial Services’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Sowell Financial Services’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
2021
Q1 		– Sell
-8
Closed – – 3211
2020
Q4 		$0 Hold
8
– – ﹤0.01% 2784
2020
Q3 		$0 Buy
+8
New +$188 ﹤0.01% 2635
2020
Q2 		– Sell
-392
Closed -$8K – 2577
2020
Q1 		$8K Buy
+392
New +$9.69K ﹤0.01% 1681

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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
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sowell Financial Services's LDP Position: Q1 2021 in Review

Sowell Financial Services sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2021, closing a stake of 8 shares.

Sowell Financial Services first reported a position in LDP in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q1 2020. 68 funds tracked by Wall St. Rank hold LDP as of Q1 2021.

  • Sowell Financial Services reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2021.
  • Sowell Financial Services first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2020 and held it in 3 quarters.
  • Sowell Financial Services's Cohen & Steers Duration Preferred & Income Fund position peaked at $8K in Q1 2020.
  • 68 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.