AAS
DPG

Avantax Advisory Services’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-10,449
Closed -$107K – 1034
2020
Q3 		$107K Buy
+10,449
New +$117K ﹤0.01% 1299

Other funds holding DPG

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Avantax Advisory Services's DPG Position: Q4 2020 in Review

Avantax Advisory Services sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q4 2020, closing a stake of 10,449 shares — an estimated $107K sold.

Avantax Advisory Services first reported a position in DPG in Q3 2020 and held it in 1 quarter. The position peaked at $107K in Q3 2020. 65 funds tracked by Wall St. Rank hold DPG as of Q4 2020.

  • Avantax Advisory Services reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 10,449 Duff & Phelps Utility and Infrastructure Fund shares in Q4 2020, an estimated $107K.
  • Avantax Advisory Services first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Duff & Phelps Utility and Infrastructure Fund position peaked at $107K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.