NFG
DUC

Next Financial Group’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Next Financial Group’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
-2,100
Closed -$21K – 2681
2020
Q4 		$21K Hold
2,100
– – ﹤0.01% 1533
2020
Q3 		$19K Buy
+2,100
New +$19.6K ﹤0.01% 1434
2020
Q2 		– Sell
-2,100
Closed -$18K – 2107
2020
Q1 		$18K Hold
2,100
– – ﹤0.01% 1325
2019
Q4 		$19K Hold
2,100
– – ﹤0.01% 1557
2019
Q3 		$19K Hold
2,100
– – ﹤0.01% 1476
2019
Q2 		$18K Buy
+2,100
New +$18.2K ﹤0.01% 1509

Next Financial Group's DUC Position: Q1 2021 in Review

Next Financial Group sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q1 2021, closing a stake of 2,100 shares — an estimated $21K sold.

Next Financial Group first reported a position in DUC in Q2 2019 and held it in 6 quarters. The position peaked at $21K in Q4 2020. 0 funds tracked by Wall St. Rank hold DUC as of Q1 2021.

  • Next Financial Group reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 2,100 Duff & Phelps Utility & Corporate Bond Trust shares in Q1 2021, an estimated $21K.
  • Next Financial Group first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q2 2019 and held it in 6 quarters.
  • Next Financial Group's Duff & Phelps Utility & Corporate Bond Trust position peaked at $21K in Q4 2020.
  • 0 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.