Sugarloaf Wealth Management’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Sugarloaf Wealth Management’s Portfolio FPF Stock Details FPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,000	Closed	-$21K	–	735
2020 Q3	$21K	Hold	1,000	–	–	0.01%	345
2020 Q2	$21K	Hold	1,000	–	–	0.01%	343
2020 Q1	$18K	Hold	1,000	–	–	0.01%	346
2019 Q4	$24K	Buy	+1,000	New	+$23.8K	0.01%	343

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Sugarloaf Wealth Management's FPF Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2020, closing a stake of 1,000 shares — an estimated $21K sold.

Sugarloaf Wealth Management first reported a position in FPF in Q4 2019 and held it in 4 quarters. The position peaked at $24K in Q4 2019. 101 funds tracked by Wall St. Rank hold FPF as of Q4 2020.

Sugarloaf Wealth Management reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2020 after selling out during the quarter.
Sugarloaf Wealth Management sold 1,000 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2020, an estimated $21K.
Sugarloaf Wealth Management first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2019 and held it in 4 quarters.
Sugarloaf Wealth Management's First Trust Intermediate Duration Preferred & Income Fund position peaked at $24K in Q4 2019.
101 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.