MassMutual Private Wealth & Trust’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

MassMutual Private Wealth & Trust’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
2021 Q1	–	Sell	-3,959	Closed	-$48K	–	1121
2020 Q4	$48K	Hold	3,959	–	–	﹤0.01%	446
2020 Q3	$41K	Buy	+3,959	New	+$44.3K	﹤0.01%	438

Other funds holding DPG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SLWS

Swaine & Leidel Wealth Services Sebring, Florida $130K AUM

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MassMutual Private Wealth & Trust's DPG Position: Q1 2021 in Review

MassMutual Private Wealth & Trust sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q1 2021, closing a stake of 3,959 shares — an estimated $48K sold.

MassMutual Private Wealth & Trust first reported a position in DPG in Q3 2020 and held it in 2 quarters. The position peaked at $48K in Q4 2020. 56 funds tracked by Wall St. Rank hold DPG as of Q1 2021.

MassMutual Private Wealth & Trust reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 3,959 Duff & Phelps Utility and Infrastructure Fund shares in Q1 2021, an estimated $48K.
MassMutual Private Wealth & Trust first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q3 2020 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Duff & Phelps Utility and Infrastructure Fund position peaked at $48K in Q4 2020.
56 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2021.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2021, filed 17 May 2021.