EWM
DUC

Evercore Wealth Management’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Evercore Wealth Management’s Portfolio DUC Stock Details DUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-500
Closed -$4K – 860
2017
Q4 		$4K Buy
+500
New +$4.51K ﹤0.01% 871

Other funds holding DUC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Evercore Wealth Management's DUC Position: Q1 2018 in Review

Evercore Wealth Management sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q1 2018, closing a stake of 500 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in DUC in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 36 funds tracked by Wall St. Rank hold DUC as of Q1 2018.

  • Evercore Wealth Management reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q1 2018 after selling out during the quarter.
  • Evercore Wealth Management sold 500 Duff & Phelps Utility & Corporate Bond Trust shares in Q1 2018, an estimated $4K.
  • Evercore Wealth Management first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q4 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Duff & Phelps Utility & Corporate Bond Trust position peaked at $4K in Q4 2017.
  • 36 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.