CCM
DSE

Coe Capital Management’s Duff & Phelps Select MLP and Midstream Energy Fund Inc. DSE Stock Holding History

Coe Capital Management’s Portfolio DSE Stock Details DSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,000
Closed -$299K – 273
2015
Q4 		$299K Buy
+5,000
New +$372K 0.12% 172

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GC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coe Capital Management's DSE Position: Q1 2016 in Review

Coe Capital Management sold out of Duff & Phelps Select MLP and Midstream Energy Fund Inc. (DSE) in Q1 2016, closing a stake of 5,000 shares — an estimated $299K sold.

Coe Capital Management first reported a position in DSE in Q4 2015 and held it in 1 quarter. The position peaked at $299K in Q4 2015. 23 funds tracked by Wall St. Rank hold DSE as of Q1 2016.

  • Coe Capital Management reported no remaining Duff & Phelps Select MLP and Midstream Energy Fund Inc. position as of Q1 2016 after selling out during the quarter.
  • Coe Capital Management sold 5,000 Duff & Phelps Select MLP and Midstream Energy Fund Inc. shares in Q1 2016, an estimated $299K.
  • Coe Capital Management first reported a position in Duff & Phelps Select MLP and Midstream Energy Fund Inc. in Q4 2015 and held it in 1 quarter.
  • Coe Capital Management's Duff & Phelps Select MLP and Midstream Energy Fund Inc. position peaked at $299K in Q4 2015.
  • 23 funds tracked by Wall St. Rank held Duff & Phelps Select MLP and Midstream Energy Fund Inc. as of Q1 2016.

Based on Coe Capital Management's 13F filing for Q1 2016, filed 12 May 2016.