APW
DPG

Acima Private Wealth’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Acima Private Wealth’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,112
Closed -$12K – 229
2020
Q2 		$12K Hold
1,112
– – 0.01% 209
2020
Q1 		$11K Sell
1,112
-47,670
-98% -$658K 0.01% 217
2019
Q4 		$741K Buy
48,782
+3,900
+9% +$59.5K 0.51% 47
2019
Q3 		$713K Buy
44,882
+696
+2% +$10.8K 0.54% 44
2019
Q2 		$676K Buy
44,186
+3,375
+8% +$51K 0.53% 46
2019
Q1 		$610K Buy
40,811
+39,829
+4,056% +$558K 0.52% 50
2018
Q4 		$12K Buy
+982
New +$13.3K 0.01% 208

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return