LWA
DPG

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

Lowe Wealth 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
2015
Q3 		– Sell
-2,116
Closed -$37K – 229
2015
Q2 		$37K Hold
2,116
– – 0.03% 79
2015
Q1 		$42K Hold
2,116
– – 0.03% 74
2014
Q4 		$46K Buy
+2,116
New +$45.6K 0.03% 70

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Lowe Wealth Advisors's DPG Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2015, closing a stake of 2,116 shares — an estimated $37K sold.

Lowe Wealth Advisors first reported a position in DPG in Q4 2014 and held it in 3 quarters. The position peaked at $46K in Q4 2014. 48 funds tracked by Wall St. Rank hold DPG as of Q3 2015.

  • Lowe Wealth Advisors reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q3 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 2,116 Duff & Phelps Utility and Infrastructure Fund shares in Q3 2015, an estimated $37K.
  • Lowe Wealth Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2014 and held it in 3 quarters.
  • Lowe Wealth Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $46K in Q4 2014.
  • 48 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.