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Bedel Financial Consulting’s DNP Select Income Fund DNP Stock Holding History

Bedel Financial Consulting’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,396
Closed -$14K – 696
2018
Q1 		$14K Buy
+1,396
New +$14.4K 0.01% 425

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bedel Financial Consulting's DNP Position: Q2 2018 in Review

Bedel Financial Consulting sold out of DNP Select Income Fund (DNP) in Q2 2018, closing a stake of 1,396 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in DNP in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 192 funds tracked by Wall St. Rank hold DNP as of Q2 2018.

  • Bedel Financial Consulting reported no remaining DNP Select Income Fund position as of Q2 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,396 DNP Select Income Fund shares in Q2 2018, an estimated $14K.
  • Bedel Financial Consulting first reported a position in DNP Select Income Fund in Q1 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's DNP Select Income Fund position peaked at $14K in Q1 2018.
  • 192 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2018.

Based on Bedel Financial Consulting's 13F filing for Q2 2018, filed 18 Jul 2018.