Creative Planning
DSE

Creative Planning’s Duff & Phelps Select MLP and Midstream Energy Fund Inc. DSE Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-1,298
Closed -$5K – 2509
2020
Q3 		$5K Buy
+1,298
New +$5.92K ﹤0.01% 2050
2020
Q2 		– Sell
-1,400
Closed -$5K – 2178
2020
Q1 		$5K Hold
1,400
– – ﹤0.01% 1802
2019
Q4 		$54K Hold
1,400
– – ﹤0.01% 1819
2019
Q3 		$63K Sell
1,400
-400
-22% -$19.5K ﹤0.01% 1769
2019
Q2 		$88K Hold
1,800
– – ﹤0.01% 1754
2019
Q1 		$90K Hold
1,800
– – ﹤0.01% 1721
2018
Q4 		$71K Sell
1,800
-250
-12% -$12.8K ﹤0.01% 1673
2018
Q3 		$124K Sell
2,050
-280
-12% -$16.6K ﹤0.01% 1757
2018
Q2 		$129K Buy
2,330
+380
+19% +$21.5K ﹤0.01% 1723
2018
Q1 		$100K Buy
1,950
+150
+8% +$9.04K ﹤0.01% 1751
2017
Q4 		$105K Hold
1,800
– – ﹤0.01% 1725
2017
Q3 		$116K Buy
1,800
+100
+6% +$6.77K ﹤0.01% 1697
2017
Q2 		$121K Sell
1,700
-100
-6% -$7.37K ﹤0.01% 1853
2017
Q1 		$141K Buy
1,800
+1,339
+290% +$106K ﹤0.01% 1730
2016
Q4 		$35K Buy
461
+361
+361% +$26.8K ﹤0.01% 2681
2016
Q3 		$8K Buy
+100
New +$7.71K ﹤0.01% 3676

Other funds holding DSE

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Creative Planning's DSE Position: Q4 2020 in Review

Creative Planning sold out of Duff & Phelps Select MLP and Midstream Energy Fund Inc. (DSE) in Q4 2020, closing a stake of 1,298 shares — an estimated $5K sold.

Creative Planning first reported a position in DSE in Q3 2016 and held it in 16 quarters. The position peaked at $141K in Q1 2017. 20 funds tracked by Wall St. Rank hold DSE as of Q4 2020.

  • Creative Planning reported no remaining Duff & Phelps Select MLP and Midstream Energy Fund Inc. position as of Q4 2020 after selling out during the quarter.
  • Creative Planning sold 1,298 Duff & Phelps Select MLP and Midstream Energy Fund Inc. shares in Q4 2020, an estimated $5K.
  • Creative Planning first reported a position in Duff & Phelps Select MLP and Midstream Energy Fund Inc. in Q3 2016 and held it in 16 quarters.
  • Creative Planning's Duff & Phelps Select MLP and Midstream Energy Fund Inc. position peaked at $141K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held Duff & Phelps Select MLP and Midstream Energy Fund Inc. as of Q4 2020.

Based on Creative Planning's 13F filing for Q4 2020, filed 29 Jan 2021.