KT
DUC

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

Kanaly Trust’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
2016
Q4 		$2K Buy
+166
New +$1.55K ﹤0.01% 843

Other funds holding DUC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Kanaly Trust's DUC Position: Q4 2016 in Review

Kanaly Trust opened a new position in Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q4 2016: 166 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #843 among its holdings.

36 funds tracked by Wall St. Rank hold DUC as of Q4 2016.

  • Kanaly Trust held 166 shares of Duff & Phelps Utility & Corporate Bond Trust worth $2K as of Q4 2016.
  • Duff & Phelps Utility & Corporate Bond Trust was a new Kanaly Trust position in Q4 2016.
  • Duff & Phelps Utility & Corporate Bond Trust made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #843 holding.
  • 36 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.