OPS
DUC

Orion Portfolio Solutions’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Orion Portfolio Solutions’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
Q2 		– Sell
-497
Closed -$4K – 2566
2020
Q1 		$4K Buy
+497
New +$4.51K ﹤0.01% 1415

Other funds holding DUC

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's DUC Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q2 2020, closing a stake of 497 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in DUC in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 32 funds tracked by Wall St. Rank hold DUC as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 497 Duff & Phelps Utility & Corporate Bond Trust shares in Q2 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Duff & Phelps Utility & Corporate Bond Trust position peaked at $4K in Q1 2020.
  • 32 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.