EWM
DPG

Evercore Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Evercore Wealth Management’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
2015
Q2 		– Sell
-150
Closed -$3K – 1068
2015
Q1 		$3K Buy
+150
New +$3.06K ﹤0.01% 947

Other funds holding DPG

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Evercore Wealth Management's DPG Position: Q2 2015 in Review

Evercore Wealth Management sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2015, closing a stake of 150 shares — an estimated $3K sold.

Evercore Wealth Management first reported a position in DPG in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 45 funds tracked by Wall St. Rank hold DPG as of Q2 2015.

  • Evercore Wealth Management reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 150 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2015, an estimated $3K.
  • Evercore Wealth Management first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Duff & Phelps Utility and Infrastructure Fund position peaked at $3K in Q1 2015.
  • 45 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2015.

Based on Evercore Wealth Management's 13F filing for Q2 2015, filed 6 Aug 2015.