Winslow Evans & Crocker’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Winslow Evans & Crocker’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
2016 Q4	–	Sell	-428	Closed	-$9.99K	–	1272
2016 Q3	$9.99K	Hold	428	–	–	﹤0.01%	908
2016 Q2	$10.1K	Sell	428 -17,010	-98%	-$389K	﹤0.01%	876
2016 Q1	$393K	Sell	17,438 -2,624	-13%	-$56.4K	0.12%	171
2015 Q4	$427K	Buy	20,062 +9,260	+86%	+$199K	0.12%	179
2015 Q3	$232K	Buy	10,802 +4,974	+85%	+$108K	0.07%	249
2015 Q2	$126K	Sell	5,828 -432	-7%	-$9.66K	0.04%	384
2015 Q1	$141K	Buy	+6,260	New	+$140K	0.04%	359

Other funds holding FPF

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

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

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

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Winslow Evans & Crocker's FPF Position: Q4 2016 in Review

Winslow Evans & Crocker sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q4 2016, closing a stake of 428 shares — an estimated $9.99K sold.

Winslow Evans & Crocker first reported a position in FPF in Q1 2015 and held it in 7 quarters. The position peaked at $427K in Q4 2015. 71 funds tracked by Wall St. Rank hold FPF as of Q4 2016.

Winslow Evans & Crocker reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q4 2016 after selling out during the quarter.
Winslow Evans & Crocker sold 428 First Trust Intermediate Duration Preferred & Income Fund shares in Q4 2016, an estimated $9.99K.
Winslow Evans & Crocker first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q1 2015 and held it in 7 quarters.
Winslow Evans & Crocker's First Trust Intermediate Duration Preferred & Income Fund position peaked at $427K in Q4 2015.
71 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q4 2016.

Based on Winslow Evans & Crocker's 13F filing for Q4 2016, filed 20 Jan 2017.