FFA
DPG

Founders Financial Alliance’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-1,180
Closed -$12K – 645
2020
Q3 		$12K Buy
+1,180
New +$13.2K 0.01% 707

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Founders Financial Alliance's DPG Position: Q4 2020 in Review

Founders Financial Alliance sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q4 2020, closing a stake of 1,180 shares — an estimated $12K sold.

Founders Financial Alliance first reported a position in DPG in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 65 funds tracked by Wall St. Rank hold DPG as of Q4 2020.

  • Founders Financial Alliance reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 1,180 Duff & Phelps Utility and Infrastructure Fund shares in Q4 2020, an estimated $12K.
  • Founders Financial Alliance first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Duff & Phelps Utility and Infrastructure Fund position peaked at $12K in Q3 2020.
  • 65 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.