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

Valeo Financial 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 Q1	–	Sell	-1,000	Closed	-$23.3K	–	1598
2018 Q4	$22K	Hold	1,000	–	–	﹤0.01%	686
2018 Q3	$23K	Hold	1,000	–	–	﹤0.01%	737
2018 Q2	$25K	Buy	+1,000	New	+$25.5K	﹤0.01%	697

Other funds holding LDP

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

CPIG

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Valeo Financial Advisors's LDP Position: Q1 2019 in Review

Valeo Financial Advisors sold out of Cohen & Steers Duration Preferred & Income Fund (LDP) in Q1 2019, closing a stake of 1,000 shares — an estimated $23.3K sold.

Valeo Financial Advisors first reported a position in LDP in Q2 2018 and held it in 3 quarters. The position peaked at $25K in Q2 2018. 54 funds tracked by Wall St. Rank hold LDP as of Q1 2019.

Valeo Financial Advisors reported no remaining Cohen & Steers Duration Preferred & Income Fund position as of Q1 2019 after selling out during the quarter.
Valeo Financial Advisors sold 1,000 Cohen & Steers Duration Preferred & Income Fund shares in Q1 2019, an estimated $23.3K.
Valeo Financial Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q2 2018 and held it in 3 quarters.
Valeo Financial Advisors's Cohen & Steers Duration Preferred & Income Fund position peaked at $25K in Q2 2018.
54 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q1 2019.

Based on Valeo Financial Advisors's 13F filing for Q1 2019, filed 12 Apr 2019.