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West Paces Advisors’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

West Paces 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
2017
Q1 		– Sell
-4,646
Closed -$105K – 519
2016
Q4 		$105K Buy
+4,646
New +$103K 0.1% 142

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

West Paces Advisors's FPF Position: Q1 2017 in Review

West Paces Advisors sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q1 2017, closing a stake of 4,646 shares — an estimated $105K sold.

West Paces Advisors first reported a position in FPF in Q4 2016 and held it in 1 quarter. The position peaked at $105K in Q4 2016. 74 funds tracked by Wall St. Rank hold FPF as of Q1 2017.

  • West Paces Advisors reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q1 2017 after selling out during the quarter.
  • West Paces Advisors sold 4,646 First Trust Intermediate Duration Preferred & Income Fund shares in Q1 2017, an estimated $105K.
  • West Paces Advisors first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q4 2016 and held it in 1 quarter.
  • West Paces Advisors's First Trust Intermediate Duration Preferred & Income Fund position peaked at $105K in Q4 2016.
  • 74 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q1 2017.

Based on West Paces Advisors's 13F filing for Q1 2017, filed 22 Dec 2023.