KC
DUC

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

Kingfisher Capital’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
2013
Q3 		– Sell
-165,053
Closed -$1.81M – 145
2013
Q2 		$1.81M Buy
+165,053
New +$1.97M 0.99% 30

Other funds holding DUC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Kingfisher Capital's DUC Position: Q3 2013 in Review

Kingfisher Capital sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q3 2013, closing a stake of 165,053 shares — an estimated $1.81M sold.

Kingfisher Capital first reported a position in DUC in Q2 2013 and held it in 1 quarter. The position peaked at $1.81M in Q2 2013. 39 funds tracked by Wall St. Rank hold DUC as of Q3 2013.

  • Kingfisher Capital reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q3 2013 after selling out during the quarter.
  • Kingfisher Capital sold 165,053 Duff & Phelps Utility & Corporate Bond Trust shares in Q3 2013, an estimated $1.81M.
  • Kingfisher Capital first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q2 2013 and held it in 1 quarter.
  • Kingfisher Capital's Duff & Phelps Utility & Corporate Bond Trust position peaked at $1.81M in Q2 2013.
  • 39 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q3 2013.

Based on Kingfisher Capital's 13F filing for Q3 2013, filed 12 Nov 2013.