KJWM
DSE

Kiley Juergens Wealth Management’s Duff & Phelps Select MLP and Midstream Energy Fund Inc. DSE Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-213
Closed -$12K – 735
2018
Q3 		$12K Hold
213
– – 0.01% 445
2018
Q2 		$11K Buy
+213
New +$12.1K 0.01% 428

Other funds holding DSE

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kiley Juergens Wealth Management's DSE Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Duff & Phelps Select MLP and Midstream Energy Fund Inc. (DSE) in Q4 2018, closing a stake of 213 shares — an estimated $12K sold.

Kiley Juergens Wealth Management first reported a position in DSE in Q2 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2018. 38 funds tracked by Wall St. Rank hold DSE as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Duff & Phelps Select MLP and Midstream Energy Fund Inc. position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 213 Duff & Phelps Select MLP and Midstream Energy Fund Inc. shares in Q4 2018, an estimated $12K.
  • Kiley Juergens Wealth Management first reported a position in Duff & Phelps Select MLP and Midstream Energy Fund Inc. in Q2 2018 and held it in 2 quarters.
  • Kiley Juergens Wealth Management's Duff & Phelps Select MLP and Midstream Energy Fund Inc. position peaked at $12K in Q3 2018.
  • 38 funds tracked by Wall St. Rank held Duff & Phelps Select MLP and Midstream Energy Fund Inc. as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.