Lido Advisors’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Lido Advisors’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
2021 Q1	–	Sell	-146,206	Closed	-$1.46M	–	917
2020 Q4	$1.46M	Buy	146,206 +42,806	+41%	+$405K	0.03%	254
2020 Q3	$954K	Buy	103,400 +19,295	+23%	+$180K	0.02%	263
2020 Q2	$786K	Buy	84,105 +55,317	+192%	+$503K	0.02%	278
2020 Q1	$241K	Sell	28,788 -9,914	-26%	-$90K	0.01%	472
2019 Q4	$354K	Sell	38,702 -1,653	-4%	-$15.1K	0.01%	458
2019 Q3	$373K	Sell	40,355 -3,576	-8%	-$31.8K	0.02%	404
2019 Q2	$384K	Sell	43,931 -18,564	-30%	-$161K	0.02%	363
2019 Q1	$537K	Buy	62,495 +4,529	+8%	+$38K	0.03%	278
2018 Q4	$476K	Buy	+57,966	New	+$475K	0.05%	234

Lido Advisors's DUC Position: Q1 2021 in Review

Lido Advisors sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q1 2021, closing a stake of 146,206 shares — an estimated $1.46M sold.

Lido Advisors first reported a position in DUC in Q4 2018 and held it in 9 quarters. The position peaked at $1.46M in Q4 2020. 0 funds tracked by Wall St. Rank hold DUC as of Q1 2021.

Lido Advisors reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q1 2021 after selling out during the quarter.
Lido Advisors sold 146,206 Duff & Phelps Utility & Corporate Bond Trust shares in Q1 2021, an estimated $1.46M.
Lido Advisors first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q4 2018 and held it in 9 quarters.
Lido Advisors's Duff & Phelps Utility & Corporate Bond Trust position peaked at $1.46M in Q4 2020.
0 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q1 2021.

Based on Lido Advisors's 13F filing for Q1 2021, filed 13 May 2021.