IAA
DUC

Independent Advisor Alliance’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-14,358
Closed -$131K – 926
2019
Q4 		$131K Buy
+14,358
New +$131K 0.01% 853

Other funds holding DUC

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Independent Advisor Alliance's DUC Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q1 2020, closing a stake of 14,358 shares — an estimated $131K sold.

Independent Advisor Alliance first reported a position in DUC in Q4 2019 and held it in 1 quarter. The position peaked at $131K in Q4 2019. 36 funds tracked by Wall St. Rank hold DUC as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,358 Duff & Phelps Utility & Corporate Bond Trust shares in Q1 2020, an estimated $131K.
  • Independent Advisor Alliance first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Duff & Phelps Utility & Corporate Bond Trust position peaked at $131K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.