Ken Fisher
DPO

Ken Fisher’s DOW ENHANCED PREMIUM & INCOME FUND, INC COM DPO Stock Holding History

Ken Fisher’s Portfolio DPO Stock Details DPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-12,900
Closed -$173K – 589
2014
Q1 		$173K Buy
+12,900
New +$171K ﹤0.01% 493

Other funds holding DPO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return

Ken Fisher's DPO Position: Q2 2014 in Review

Ken Fisher sold out of DOW ENHANCED PREMIUM & INCOME FUND, INC COM (DPO) in Q2 2014, closing a stake of 12,900 shares — an estimated $173K sold.

Ken Fisher first reported a position in DPO in Q1 2014 and held it in 1 quarter. The position peaked at $173K in Q1 2014. 38 funds tracked by Wall St. Rank hold DPO as of Q2 2014.

  • Ken Fisher reported no remaining DOW ENHANCED PREMIUM & INCOME FUND, INC COM position as of Q2 2014 after selling out during the quarter.
  • Ken Fisher sold 12,900 DOW ENHANCED PREMIUM & INCOME FUND, INC COM shares in Q2 2014, an estimated $173K.
  • Ken Fisher first reported a position in DOW ENHANCED PREMIUM & INCOME FUND, INC COM in Q1 2014 and held it in 1 quarter.
  • Ken Fisher's DOW ENHANCED PREMIUM & INCOME FUND, INC COM position peaked at $173K in Q1 2014.
  • 38 funds tracked by Wall St. Rank held DOW ENHANCED PREMIUM & INCOME FUND, INC COM as of Q2 2014.

Based on Fisher Asset Management's 13F filing for Q2 2014, filed 25 Jul 2014.