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Buffington Mohr McNeal’s DNP Select Income Fund DNP Stock Holding History

Buffington Mohr McNeal’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
2019
Q2 		– Sell
-1,500
Closed -$17K – 167
2019
Q1 		$17K Buy
+1,500
New +$16.8K 0.01% 238

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Buffington Mohr McNeal's DNP Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of DNP Select Income Fund (DNP) in Q2 2019, closing a stake of 1,500 shares — an estimated $17K sold.

Buffington Mohr McNeal first reported a position in DNP in Q1 2019 and held it in 1 quarter. The position peaked at $17K in Q1 2019. 194 funds tracked by Wall St. Rank hold DNP as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining DNP Select Income Fund position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 1,500 DNP Select Income Fund shares in Q2 2019, an estimated $17K.
  • Buffington Mohr McNeal first reported a position in DNP Select Income Fund in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's DNP Select Income Fund position peaked at $17K in Q1 2019.
  • 194 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.