Clarus Wealth Advisors’s DNP Select Income Fund DNP Stock Holding History

Clarus Wealth Advisors’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 Q3	–	Sell	-742	Closed	-$9K	–	236
2019 Q2	$9K	Hold	742	–	–	0.01%	444
2019 Q1	$9K	Hold	742	–	–	0.01%	531
2018 Q4	$8K	Hold	742	–	–	0.01%	537
2018 Q3	$8K	Hold	742	–	–	0.01%	564
2018 Q2	$8K	Buy	+742	New	+$8.03K	0.01%	559

Other funds holding DNP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clarus Wealth Advisors's DNP Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of DNP Select Income Fund (DNP) in Q3 2019, closing a stake of 742 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in DNP in Q2 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2019. 199 funds tracked by Wall St. Rank hold DNP as of Q3 2019.

Clarus Wealth Advisors reported no remaining DNP Select Income Fund position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 742 DNP Select Income Fund shares in Q3 2019, an estimated $9K.
Clarus Wealth Advisors first reported a position in DNP Select Income Fund in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's DNP Select Income Fund position peaked at $9K in Q2 2019.
199 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.