IWP
DNP icon

Icon Wealth Partners’s DNP Select Income Fund DNP Stock Holding History

Icon Wealth Partners’s Portfolio DNP Stock Details DNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$3K – 316
2019
Q1 		$3K Buy
+300
New +$3.37K ﹤0.01% 800

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UBS Group
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LPL Financial
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Icon Wealth Partners's DNP Position: Q2 2019 in Review

Icon Wealth Partners sold out of DNP Select Income Fund (DNP) in Q2 2019, closing a stake of 300 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in DNP in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 194 funds tracked by Wall St. Rank hold DNP as of Q2 2019.

  • Icon Wealth Partners reported no remaining DNP Select Income Fund position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 300 DNP Select Income Fund shares in Q2 2019, an estimated $3K.
  • Icon Wealth Partners first reported a position in DNP Select Income Fund in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's DNP Select Income Fund position peaked at $3K in Q1 2019.
  • 194 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.