Northwestern Mutual Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Northwestern Mutual Wealth Management’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
2023 Q2	–	Sell	-475	Closed	-$6.33K	–	3403
2023 Q1	$6.33K	Buy	+475	New	+$6.45K	﹤0.01%	2671
2018 Q4	–	Sell	-213	Closed	-$3K	–	2438
2018 Q3	$3K	Sell	213 -560	-72%	-$8.37K	﹤0.01%	2195
2018 Q2	$11K	Buy	+773	New	+$11K	﹤0.01%	1801
2017 Q1	–	Sell	-1,227	Closed	-$19K	–	2091
2016 Q4	$19K	Buy	+1,227	New	+$19K	﹤0.01%	1375

Other funds holding DPG

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

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

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

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

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

RJFSA

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's DPG Position: Q2 2023 in Review

Northwestern Mutual Wealth Management sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q2 2023, closing a stake of 475 shares — an estimated $6.33K sold.

Northwestern Mutual Wealth Management first reported a position in DPG in Q4 2016 and held it in 4 quarters. The position peaked at $19K in Q4 2016. 60 funds tracked by Wall St. Rank hold DPG as of Q2 2023.

Northwestern Mutual Wealth Management reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q2 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 475 Duff & Phelps Utility and Infrastructure Fund shares in Q2 2023, an estimated $6.33K.
Northwestern Mutual Wealth Management first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2016 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Duff & Phelps Utility and Infrastructure Fund position peaked at $19K in Q4 2016.
60 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q2 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.