IA
DPG

IFP Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

IFP Advisors’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
2022
Q4 		– Sell
-31
Closed -$5K – 4656
2022
Q3 		$5K Hold
31
– – ﹤0.01% 4015
2022
Q2 		$5K Hold
31
– – ﹤0.01% 3766
2022
Q1 		$5K Buy
+31
New +$446 ﹤0.01% 3766
2017
Q4 		– Sell
-3,150
Closed -$51K – 3867
2017
Q3 		$51K Sell
3,150
-400
-11% -$6.59K ﹤0.01% 1977
2017
Q2 		$59K Buy
3,550
+250
+8% +$4.19K ﹤0.01% 1849
2017
Q1 		$54K Sell
3,300
-918
-22% -$14.9K ﹤0.01% 1878
2016
Q4 		$65K Buy
4,218
+400
+10% +$6.2K ﹤0.01% 1726
2016
Q3 		$65K Sell
3,818
-450
-11% -$7.72K ﹤0.01% 1641
2016
Q2 		$73K Buy
+4,268
New +$70.2K ﹤0.01% 1532
2016
Q1 		– Sell
-3,654
Closed -$54K – 2610
2015
Q4 		$54K Buy
+3,654
New +$56.1K ﹤0.01% 1567

Other funds holding DPG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's DPG Position: Q4 2022 in Review

IFP Advisors sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q4 2022, closing a stake of 31 shares — an estimated $5K sold.

IFP Advisors first reported a position in DPG in Q4 2015 and held it in 10 quarters. The position peaked at $73K in Q2 2016. 60 funds tracked by Wall St. Rank hold DPG as of Q4 2022.

  • IFP Advisors reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 31 Duff & Phelps Utility and Infrastructure Fund shares in Q4 2022, an estimated $5K.
  • IFP Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2015 and held it in 10 quarters.
  • IFP Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $73K in Q2 2016.
  • 60 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.