JWA
DSE

JFS Wealth Advisors’s Duff & Phelps Select MLP and Midstream Energy Fund Inc. DSE Stock Holding History

JFS Wealth Advisors’s Portfolio DSE Stock Details DSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-150
Closed -$11K – 565
2015
Q3 		$11K Buy
+150
New +$15.5K ﹤0.01% 338

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GC
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Koshinski Asset Management
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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
SG Americas Securities
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CCM
Coe Capital Management Highland Park, Illinois $106M AUM 53.24% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

JFS Wealth Advisors's DSE Position: Q4 2015 in Review

JFS Wealth Advisors sold out of Duff & Phelps Select MLP and Midstream Energy Fund Inc. (DSE) in Q4 2015, closing a stake of 150 shares — an estimated $11K sold.

JFS Wealth Advisors first reported a position in DSE in Q3 2015 and held it in 1 quarter. The position peaked at $11K in Q3 2015. 25 funds tracked by Wall St. Rank hold DSE as of Q4 2015.

  • JFS Wealth Advisors reported no remaining Duff & Phelps Select MLP and Midstream Energy Fund Inc. position as of Q4 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 150 Duff & Phelps Select MLP and Midstream Energy Fund Inc. shares in Q4 2015, an estimated $11K.
  • JFS Wealth Advisors first reported a position in Duff & Phelps Select MLP and Midstream Energy Fund Inc. in Q3 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's Duff & Phelps Select MLP and Midstream Energy Fund Inc. position peaked at $11K in Q3 2015.
  • 25 funds tracked by Wall St. Rank held Duff & Phelps Select MLP and Midstream Energy Fund Inc. as of Q4 2015.

Based on JFS Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.