CFA
DUC

Camarda Financial Advisors’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Camarda Financial Advisors’s Portfolio DUC Stock Details DUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-813
Closed -$9K – 267
2013
Q2 		$9K Buy
+813
New +$9.69K 0.01% 168

Other funds holding DUC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Camarda Financial Advisors's DUC Position: Q3 2013 in Review

Camarda Financial Advisors sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q3 2013, closing a stake of 813 shares — an estimated $9K sold.

Camarda Financial Advisors first reported a position in DUC in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 39 funds tracked by Wall St. Rank hold DUC as of Q3 2013.

  • Camarda Financial Advisors reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q3 2013 after selling out during the quarter.
  • Camarda Financial Advisors sold 813 Duff & Phelps Utility & Corporate Bond Trust shares in Q3 2013, an estimated $9K.
  • Camarda Financial Advisors first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q2 2013 and held it in 1 quarter.
  • Camarda Financial Advisors's Duff & Phelps Utility & Corporate Bond Trust position peaked at $9K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q3 2013.

Based on Camarda Financial Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.