IFP Advisors’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

IFP Advisors’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 Q3	–	Sell	-1,459	Closed	-$13K	–	4105
2018 Q2	$13K	Hold	1,459	–	–	﹤0.01%	2765
2018 Q1	$13K	Hold	1,459	–	–	﹤0.01%	2651
2017 Q4	$13K	Sell	1,459 -2,251	-61%	-$20.3K	﹤0.01%	2689
2017 Q3	$34K	Buy	3,710 +86	+2%	+$794	﹤0.01%	2253
2017 Q2	$33K	Buy	3,624 +1,459	+67%	+$13.5K	﹤0.01%	2265
2017 Q1	$20K	Hold	2,165	–	–	﹤0.01%	2526
2016 Q4	$20K	Hold	2,165	–	–	﹤0.01%	2486
2016 Q3	$21K	Hold	2,165	–	–	﹤0.01%	2377
2016 Q2	$21K	Buy	+2,165	New	+$20.9K	﹤0.01%	2323
2016 Q1	–	Sell	-2,165	Closed	-$20K	–	3722
2015 Q4	$20K	Buy	+2,165	New	+$20.2K	﹤0.01%	2175

Other funds holding DUC

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

IFP Advisors's DUC Position: Q3 2018 in Review

IFP Advisors sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q3 2018, closing a stake of 1,459 shares — an estimated $13K sold.

IFP Advisors first reported a position in DUC in Q4 2015 and held it in 10 quarters. The position peaked at $34K in Q3 2017. 42 funds tracked by Wall St. Rank hold DUC as of Q3 2018.

IFP Advisors reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q3 2018 after selling out during the quarter.
IFP Advisors sold 1,459 Duff & Phelps Utility & Corporate Bond Trust shares in Q3 2018, an estimated $13K.
IFP Advisors first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q4 2015 and held it in 10 quarters.
IFP Advisors's Duff & Phelps Utility & Corporate Bond Trust position peaked at $34K in Q3 2017.
42 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q3 2018.

Based on IFP Advisors's 13F filing for Q3 2018, filed 25 Oct 2018.