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Wintrust Investments’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History

Wintrust Investments’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
Q3 		– Sell
-10,413
Closed -$46K – 204
2016
Q2 		$46K Buy
+10,413
New +$238K 0.09% 102

Other funds holding FPF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wintrust Investments's FPF Position: Q3 2016 in Review

Wintrust Investments sold out of First Trust Intermediate Duration Preferred & Income Fund (FPF) in Q3 2016, closing a stake of 10,413 shares — an estimated $46K sold.

Wintrust Investments first reported a position in FPF in Q2 2016 and held it in 1 quarter. The position peaked at $46K in Q2 2016. 60 funds tracked by Wall St. Rank hold FPF as of Q3 2016.

  • Wintrust Investments reported no remaining First Trust Intermediate Duration Preferred & Income Fund position as of Q3 2016 after selling out during the quarter.
  • Wintrust Investments sold 10,413 First Trust Intermediate Duration Preferred & Income Fund shares in Q3 2016, an estimated $46K.
  • Wintrust Investments first reported a position in First Trust Intermediate Duration Preferred & Income Fund in Q2 2016 and held it in 1 quarter.
  • Wintrust Investments's First Trust Intermediate Duration Preferred & Income Fund position peaked at $46K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held First Trust Intermediate Duration Preferred & Income Fund as of Q3 2016.

Based on Wintrust Investments's 13F filing for Q3 2016, filed 15 Nov 2016.