CBA
DPG

Coastal Bridge Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Coastal Bridge 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
2022
Q4 		– Sell
-23,020
Closed -$295K – 180
2022
Q3 		$295K Buy
+23,020
New +$329K 0.08% 118

Other funds holding DPG

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LPL Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coastal Bridge Advisors's DPG Position: Q4 2022 in Review

Coastal Bridge Advisors sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q4 2022, closing a stake of 23,020 shares — an estimated $295K sold.

Coastal Bridge Advisors first reported a position in DPG in Q3 2022 and held it in 1 quarter. The position peaked at $295K in Q3 2022. 60 funds tracked by Wall St. Rank hold DPG as of Q4 2022.

  • Coastal Bridge Advisors reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
  • Coastal Bridge Advisors sold 23,020 Duff & Phelps Utility and Infrastructure Fund shares in Q4 2022, an estimated $295K.
  • Coastal Bridge Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q3 2022 and held it in 1 quarter.
  • Coastal Bridge Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $295K in Q3 2022.
  • 60 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q4 2022.

Based on Coastal Bridge Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.