WA
LDP icon

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

WFG 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
2017
Q2 		$168K Buy
6,285
+1,900
+43% +$49.6K 0.04% 411
2017
Q1 		$111K Buy
+4,385
New +$111K 0.03% 459

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

WFG Advisors's LDP Position: Q2 2017 in Review

WFG Advisors increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 43% in Q2 2017, buying an estimated $49.6K and bringing the position to 6,285 shares worth $168K. The position accounts for 0.04% of the portfolio, ranked #411.

WFG Advisors first reported a position in LDP in Q1 2017 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold LDP as of Q2 2017.

  • WFG Advisors held 6,285 shares of Cohen & Steers Duration Preferred & Income Fund worth $168K as of Q2 2017.
  • WFG Advisors bought 1,900 Cohen & Steers Duration Preferred & Income Fund shares in Q2 2017, an estimated $49.6K.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #411 holding.
  • WFG Advisors first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q1 2017 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.