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

TCG 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
2019
Q2 		– Sell
-241
Closed -$6K – 523
2019
Q1 		$6K Buy
+241
New +$5.62K 0.01% 313

Other funds holding LDP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
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
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

TCG Advisors's LDP Position: Q2 2019 in Review

TCG Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q2 2019, closing a stake of 241 shares — an estimated $6K sold.

TCG Advisors first reported a position in LDP in Q1 2019 and held it in 1 quarter. The position peaked at $6K in Q1 2019. 53 funds tracked by Wall St. Rank hold LDP as of Q2 2019.

  • TCG Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q2 2019 after selling out during the quarter.
  • TCG Advisors sold 241 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2019, an estimated $6K.
  • TCG Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2019 and held it in 1 quarter.
  • TCG Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $6K in Q1 2019.
  • 53 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2019.

Based on TCG Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.