United Capital Financial Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

United Capital Financial Advisors’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
2015 Q3	–	Sell	-94,231	Closed	-$2.03M	–	1270
2015 Q2	$2.03M	Sell	94,231 -45,900	-33%	-$1.03M	0.02%	562
2015 Q1	$3.22M	Buy	140,131 +61,708	+79%	+$1.38M	0.04%	446
2014 Q4	$1.78M	Buy	78,423 +53,879	+220%	+$1.18M	0.03%	498
2014 Q3	$533K	Buy	24,544 +4,929	+25%	+$109K	0.01%	775
2014 Q2	$449K	Buy	+19,615	New	+$441K	0.01%	700

Other funds holding FPF

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

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

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

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

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

SCM

Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

United Capital Financial Advisors's FPF Position: Q3 2015 in Review

United Capital Financial Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2015, closing a stake of 94,231 shares — an estimated $2.03M sold.

United Capital Financial Advisors first reported a position in FPF in Q2 2014 and held it in 5 quarters. The position peaked at $3.22M in Q1 2015. 52 funds tracked by Wall St. Rank hold FPF as of Q3 2015.

United Capital Financial Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2015 after selling out during the quarter.
United Capital Financial Advisors sold 94,231 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2015, an estimated $2.03M.
United Capital Financial Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2014 and held it in 5 quarters.
United Capital Financial Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $3.22M in Q1 2015.
52 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2015.

Based on United Capital Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.