A detailed history of York Bridge Wealth Partners, LLC transactions in Cohen & Steers LTD Duration Preferred & Income Fund, Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 51,209 shares of LDP stock, worth $1.04 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
51,209
Previous 54,062 5.28%
Holding current value
$1.04 Million
Previous $979,000 0.61%
% of portfolio
0.25%
Previous 0.25%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

SELL
$17.78 - $19.49 $50,726 - $55,604
-2,853 Reduced 5.28%
51,209 $0
Q3 2022

Oct 18, 2022

SELL
$18.1 - $21.9 $38,444 - $46,515
-2,124 Reduced 3.78%
54,062 $979,000
Q2 2022

Jul 15, 2022

SELL
$18.9 - $23.24 $18,144 - $22,310
-960 Reduced 1.68%
56,186 $1.11 Million
Q1 2022

Apr 15, 2022

SELL
$21.42 - $26.7 $66,637 - $83,063
-3,111 Reduced 5.16%
57,146 $1.31 Million
Q4 2021

Jan 19, 2022

SELL
$25.91 - $27.59 $3,394 - $3,614
-131 Reduced 0.22%
60,257 $1.6 Million
Q3 2021

Oct 22, 2021

SELL
$26.6 - $27.69 $2,793 - $2,907
-105 Reduced 0.17%
60,388 $1.65 Million
Q1 2021

Apr 15, 2021

SELL
$24.8 - $26.44 $35,588 - $37,941
-1,435 Reduced 2.32%
60,493 $1.58 Million
Q4 2020

Jan 19, 2021

SELL
$23.18 - $26.6 $24,107 - $27,664
-1,040 Reduced 1.65%
61,928 $1.65 Million
Q3 2020

Oct 19, 2020

BUY
$22.43 - $24.42 $515 - $561
23 Added 0.04%
62,968 $1.47 Million
Q2 2020

Jul 20, 2020

SELL
$18.5 - $24.18 $11,599 - $15,160
-627 Reduced 0.99%
62,945 $1.42 Million
Q1 2020

Apr 16, 2020

BUY
$13.77 - $27.64 $70,171 - $140,853
5,096 Added 8.71%
63,572 $1.31 Million
Q4 2019

Jan 17, 2020

BUY
$25.28 - $27.09 $137,776 - $147,640
5,450 Added 10.28%
58,476 $1.53 Million
Q3 2019

Oct 21, 2019

SELL
$24.58 - $25.65 $13,715 - $14,312
-558 Reduced 1.04%
53,026 $1.36 Million
Q2 2019

Jul 18, 2019

SELL
$23.48 - $24.9 $603,342 - $639,830
-25,696 Reduced 32.41%
53,584 $1.33 Million
Q1 2019

May 09, 2019

BUY
$22.19 - $24.0 $258,491 - $279,576
11,649 Added 17.22%
79,280 $1.88 Million
Q4 2018

Feb 14, 2019

BUY
$19.65 - $23.86 $800,835 - $972,414
40,755 Added 151.64%
67,631 $1.48 Million
Q3 2018

Nov 14, 2018

BUY
$23.68 - $25.53 $12,550 - $13,530
530 Added 2.01%
26,876 $639,000
Q2 2018

Aug 10, 2018

BUY
$24.95 - $25.93 $24,251 - $25,203
972 Added 3.83%
26,346 $674,000
Q4 2017

Feb 12, 2018

SELL
$25.87 - $27.05 $64,675 - $67,625
-2,500 Reduced 8.97%
25,374 $641,000
Q2 2017

Aug 14, 2017

BUY
N/A
27,874
27,874 $749,000

Others Institutions Holding LDP

About Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.


  • Ticker LDP
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Cohen & Steers Limited Duration Preferred and Income Fund, Inc. is a closed-ended fixed income fund launched by Cohen & Steers, Inc. The fund is managed by Cohen & Steers Capital Management, Inc. It invests in fixed income markets across the globe. The fund uses derivatives like interest rate swaps to make its investments. It seeks t...
More about LDP
Track This Portfolio

Track York Bridge Wealth Partners, LLC Portfolio

Follow York Bridge Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of York Bridge Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on York Bridge Wealth Partners, LLC with notifications on news.