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

Stratos 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
2018 Q4	–	Sell	-1,001	Closed	-$24K	–	1748
2018 Q3	$24K	Buy	+1,001	New	+$24.8K	﹤0.01%	1789
2018 Q2	–	Sell	-1,001	Closed	-$26K	–	1870
2018 Q1	$26K	Hold	1,001	–	–	﹤0.01%	1906
2017 Q4	$26K	Buy	+1,001	New	+$26.5K	﹤0.01%	1814

Other funds holding LDP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

CPIG

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

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

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

GIP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stratos Wealth Partners's LDP Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q4 2018, closing a stake of 1,001 shares — an estimated $24K sold.

Stratos Wealth Partners first reported a position in LDP in Q4 2017 and held it in 3 quarters. The position peaked at $26K in Q1 2018. 58 funds tracked by Wall St. Rank hold LDP as of Q4 2018.

Stratos Wealth Partners reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 1,001 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2018, an estimated $24K.
Stratos Wealth Partners first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners's Cohen & Steers Duration Preferred & Income Fund position peaked at $26K in Q1 2018.
58 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.