AIC
DPG

Ameritas Investment Company’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-978
Closed -$9K – 606
2020
Q1 		$9K Buy
+978
New +$13.5K ﹤0.01% 1224
2019
Q4 		– Sell
-920
Closed -$15K – 991
2019
Q3 		$15K Buy
+920
New +$14.3K ﹤0.01% 1010

Other funds holding DPG

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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
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameritas Investment Company's DPG Position: Q2 2020 in Review

Ameritas Investment Company sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2020, closing a stake of 978 shares — an estimated $9K sold.

Ameritas Investment Company first reported a position in DPG in Q3 2019 and held it in 2 quarters. The position peaked at $15K in Q3 2019. 50 funds tracked by Wall St. Rank hold DPG as of Q2 2020.

  • Ameritas Investment Company reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 978 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2020, an estimated $9K.
  • Ameritas Investment Company first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q3 2019 and held it in 2 quarters.
  • Ameritas Investment Company's Duff & Phelps Utility and Infrastructure Fund position peaked at $15K in Q3 2019.
  • 50 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.