AWM
DUC

Aevitas Wealth Management’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Aevitas Wealth Management’s Portfolio DUC Stock Details DUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$1K – 468
2018
Q3 		$1K Hold
150
– – ﹤0.01% 450
2018
Q2 		$1K Hold
150
– – ﹤0.01% 425
2018
Q1 		$1K Hold
150
– – ﹤0.01% 443
2017
Q4 		$1K Buy
+150
New +$1.35K ﹤0.01% 433

Other funds holding DUC

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Aevitas Wealth Management's DUC Position: Q4 2018 in Review

Aevitas Wealth Management sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q4 2018, closing a stake of 150 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in DUC in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 41 funds tracked by Wall St. Rank hold DUC as of Q4 2018.

  • Aevitas Wealth Management reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q4 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 150 Duff & Phelps Utility & Corporate Bond Trust shares in Q4 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q4 2017 and held it in 4 quarters.
  • Aevitas Wealth Management's Duff & Phelps Utility & Corporate Bond Trust position peaked at $1K in Q3 2018.
  • 41 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q4 2018.

Based on Aevitas Wealth Management's 13F filing for Q4 2018, filed 14 Feb 2019.