Strategic Wealth Partners’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Strategic Wealth Partners’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
2019 Q4	–	Sell	-95	Closed	-$2	–	336
2019 Q3	$2	Hold	95	–	–	﹤0.01%	692
2019 Q2	$2K	Hold	95	–	–	﹤0.01%	698
2019 Q1	$2K	Hold	95	–	–	﹤0.01%	724
2018 Q4	$2K	Hold	95	–	–	﹤0.01%	636
2018 Q3	$2K	Hold	95	–	–	﹤0.01%	609
2018 Q2	$2K	Hold	95	–	–	﹤0.01%	702
2018 Q1	$2K	Hold	95	–	–	﹤0.01%	740
2017 Q4	$3K	Buy	+95	New	+$2.51K	﹤0.01%	669

Other funds holding LDP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

CHA

Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

Strategic Wealth Partners's LDP Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2019, closing a stake of 95 shares — an estimated $2 sold.

Strategic Wealth Partners first reported a position in LDP in Q4 2017 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 64 funds tracked by Wall St. Rank hold LDP as of Q4 2019.

Strategic Wealth Partners reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2019 after selling out during the quarter.
Strategic Wealth Partners sold 95 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2019, an estimated $2.
Strategic Wealth Partners first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2017 and held it in 8 quarters.
Strategic Wealth Partners's Cohen & Steers Duration Preferred & Income Fund position peaked at $3K in Q4 2017.
64 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.