APP
DPG

Avantax Planning Partners’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-305
Closed -$4K – 507
2018
Q3 		$4K Buy
+305
New +$4.56K ﹤0.01% 1153
2018
Q2 		– Sell
-305
Closed -$4K – 540
2018
Q1 		$4K Buy
+305
New +$4.58K ﹤0.01% 1403

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Planning Partners's DPG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q4 2018, closing a stake of 305 shares — an estimated $4K sold.

Avantax Planning Partners first reported a position in DPG in Q1 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 54 funds tracked by Wall St. Rank hold DPG as of Q4 2018.

  • Avantax Planning Partners reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 305 Duff & Phelps Utility and Infrastructure Fund shares in Q4 2018, an estimated $4K.
  • Avantax Planning Partners first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Duff & Phelps Utility and Infrastructure Fund position peaked at $4K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.