Cambridge Investment Research Advisors
DUC

Cambridge Investment Research Advisors’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Cambridge Investment Research 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
2019
Q4 		– Sell
-12,189
Closed -$113K – 2498
2019
Q3 		$113K Buy
12,189
+141
+1% +$1.25K ﹤0.01% 2218
2019
Q2 		$105K Buy
12,048
+140
+1% +$1.21K ﹤0.01% 2095
2019
Q1 		$102K Buy
11,908
+137
+1% +$1.15K ﹤0.01% 2187
2018
Q4 		$97K Buy
11,771
+137
+1% +$1.12K ﹤0.01% 2039
2018
Q3 		$98K Buy
11,634
+130
+1% +$1.1K ﹤0.01% 2150
2018
Q2 		$101K Buy
11,504
+126
+1% +$1.07K ﹤0.01% 2109
2018
Q1 		$98K Buy
11,378
+136
+1% +$1.19K ﹤0.01% 2056
2017
Q4 		$99K Buy
11,242
+66
+0.6% +$595 ﹤0.01% 2027
2017
Q3 		$103K Sell
11,176
-1,125
-9% -$10.4K ﹤0.01% 1917
2017
Q2 		$113K Buy
+12,301
New +$114K ﹤0.01% 1840

Other funds holding DUC

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors's DUC Position: Q4 2019 in Review

Cambridge Investment Research Advisors sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q4 2019, closing a stake of 12,189 shares — an estimated $113K sold.

Cambridge Investment Research Advisors first reported a position in DUC in Q2 2017 and held it in 10 quarters. The position peaked at $113K in Q3 2019. 35 funds tracked by Wall St. Rank hold DUC as of Q4 2019.

  • Cambridge Investment Research Advisors reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q4 2019 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,189 Duff & Phelps Utility & Corporate Bond Trust shares in Q4 2019, an estimated $113K.
  • Cambridge Investment Research Advisors first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q2 2017 and held it in 10 quarters.
  • Cambridge Investment Research Advisors's Duff & Phelps Utility & Corporate Bond Trust position peaked at $113K in Q3 2019.
  • 35 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q4 2019.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.