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DUC

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

LVW 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
2020
Q4 		– Sell
-15,325
Closed -$141K – 221
2020
Q3 		$141K Buy
+15,325
New +$143K 0.03% 193

Other funds holding DUC

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LVW Advisors's DUC Position: Q4 2020 in Review

LVW Advisors sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q4 2020, closing a stake of 15,325 shares — an estimated $141K sold.

LVW Advisors first reported a position in DUC in Q3 2020 and held it in 1 quarter. The position peaked at $141K in Q3 2020. 36 funds tracked by Wall St. Rank hold DUC as of Q4 2020.

  • LVW Advisors reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q4 2020 after selling out during the quarter.
  • LVW Advisors sold 15,325 Duff & Phelps Utility & Corporate Bond Trust shares in Q4 2020, an estimated $141K.
  • LVW Advisors first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q3 2020 and held it in 1 quarter.
  • LVW Advisors's Duff & Phelps Utility & Corporate Bond Trust position peaked at $141K in Q3 2020.
  • 36 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q4 2020.

Based on LVW Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.