CFA
DPG

Camarda Financial Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Camarda Financial Advisors’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
-575
Closed -$8K – 186
2018
Q3 		$8K Buy
+575
New +$8.6K 0.01% 184

Other funds holding DPG

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PPA
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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

Camarda Financial Advisors's DPG Position: Q4 2018 in Review

Camarda Financial Advisors sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q4 2018, closing a stake of 575 shares — an estimated $8K sold.

Camarda Financial Advisors first reported a position in DPG in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 54 funds tracked by Wall St. Rank hold DPG as of Q4 2018.

  • Camarda Financial Advisors reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 575 Duff & Phelps Utility and Infrastructure Fund shares in Q4 2018, an estimated $8K.
  • Camarda Financial Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q3 2018 and held it in 1 quarter.
  • Camarda Financial Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $8K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.