Lido Advisors
DPG

Lido Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Lido Advisors’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-17,500
Closed -$165K – 619
2020
Q1 		$165K Buy
+17,500
New +$242K 0.01% 533

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RJA
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AAM
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SLWS
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GC
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Osaic Holdings
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPA
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Lido Advisors's DPG Position: Q2 2020 in Review

Lido Advisors sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2020, closing a stake of 17,500 shares — an estimated $165K sold.

Lido Advisors first reported a position in DPG in Q1 2020 and held it in 1 quarter. The position peaked at $165K in Q1 2020. 50 funds tracked by Wall St. Rank hold DPG as of Q2 2020.

  • Lido Advisors reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2020 after selling out during the quarter.
  • Lido Advisors sold 17,500 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2020, an estimated $165K.
  • Lido Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2020 and held it in 1 quarter.
  • Lido Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $165K in Q1 2020.
  • 50 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2020.

Based on Lido Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.