United Capital Financial Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-94,231
| Closed | -$2.03M | – | 1270 |
|
|
2015
Q2 | $2.03M | Sell |
94,231
-45,900
| -33% | -$989K | 0.02% | 562 |
|
|
2015
Q1 | $3.22M | Buy |
140,131
+61,708
| +79% | +$1.42M | 0.04% | 446 |
|
|
2014
Q4 | $1.78M | Buy |
78,423
+53,879
| +220% | +$1.22M | 0.03% | 498 |
|
|
2014
Q3 | $533K | Buy |
24,544
+4,929
| +25% | +$107K | 0.01% | 775 |
|
|
2014
Q2 | $449K | Buy |
+19,615
| New | +$449K | 0.01% | 700 |
|