Key Financial Inc’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-410
Closed -$4K 818
2020
Q4
$4K Buy
+410
New +$3.88K ﹤0.01% 598
2020
Q2
Sell
-410
Closed -$3K 713
2020
Q1
$3K Buy
+410
New +$3.72K ﹤0.01% 587

Key Financial Inc's DUC Position: Q1 2021 in Review

Key Financial Inc sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q1 2021, closing a stake of 410 shares — an estimated $4K sold.

Key Financial Inc first reported a position in DUC in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 0 funds tracked by Wall St. Rank hold DUC as of Q1 2021.

  • Key Financial Inc reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q1 2021 after selling out during the quarter.
  • Key Financial Inc sold 410 Duff & Phelps Utility & Corporate Bond Trust shares in Q1 2021, an estimated $4K.
  • Key Financial Inc first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q1 2020 and held it in 2 quarters.
  • Key Financial Inc's Duff & Phelps Utility & Corporate Bond Trust position peaked at $4K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q1 2021.

Based on Key Financial Inc's 13F filing for Q1 2021, filed 30 Apr 2021.