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Winslow Evans & Crocker’s Cohen & Steers Duration Preferred & Income Fund LDP Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$109K Buy
4,095
+200
+5% +$4.91K 0.02% 424
2020
Q3 		$91K Hold
3,895
– – 0.02% 372
2020
Q2 		$88K Sell
3,895
-1
-0% -$22 0.02% 376
2020
Q1 		$82K Buy
3,896
+246
+7% +$6.08K 0.03% 356
2019
Q4 		$96K Buy
+3,650
New +$94.9K 0.02% 404

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
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 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
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
CHA
Carmichael Hill & Associates Gaithersburg, Maryland $282M AUM 32.52% 1-Year Est. Return

Winslow Evans & Crocker's LDP Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Cohen & Steers Duration Preferred & Income Fund (LDP) stake by 5.1% in Q4 2020, buying an estimated $4.91K and bringing the position to 4,095 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #424.

Winslow Evans & Crocker first reported a position in LDP in Q4 2019 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold LDP as of Q4 2020.

  • Winslow Evans & Crocker held 4,095 shares of Cohen & Steers Duration Preferred & Income Fund worth $109K as of Q4 2020.
  • Winslow Evans & Crocker bought 200 Cohen & Steers Duration Preferred & Income Fund shares in Q4 2020, an estimated $4.91K.
  • Cohen & Steers Duration Preferred & Income Fund made up 0.02% of Winslow Evans & Crocker's portfolio in Q4 2020, its #424 holding.
  • Winslow Evans & Crocker first reported a position in Cohen & Steers Duration Preferred & Income Fund in Q4 2019 and has held it in 5 quarters since.
  • 74 funds tracked by Wall St. Rank held Cohen & Steers Duration Preferred & Income Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.