OFG
DSE

OTA Financial Group’s Duff & Phelps Select MLP and Midstream Energy Fund Inc. DSE Stock Holding History

OTA Financial Group’s Portfolio DSE Stock Details DSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,750
Closed -$351K – 80
2019
Q3 		$351K Buy
+7,750
New +$377K 0.29% 32

Other funds holding DSE

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

OTA Financial Group's DSE Position: Q4 2019 in Review

OTA Financial Group sold out of Duff & Phelps Select MLP and Midstream Energy Fund Inc. (DSE) in Q4 2019, closing a stake of 7,750 shares — an estimated $351K sold.

OTA Financial Group first reported a position in DSE in Q3 2019 and held it in 1 quarter. The position peaked at $351K in Q3 2019. 32 funds tracked by Wall St. Rank hold DSE as of Q4 2019.

  • OTA Financial Group reported no remaining Duff & Phelps Select MLP and Midstream Energy Fund Inc. position as of Q4 2019 after selling out during the quarter.
  • OTA Financial Group sold 7,750 Duff & Phelps Select MLP and Midstream Energy Fund Inc. shares in Q4 2019, an estimated $351K.
  • OTA Financial Group first reported a position in Duff & Phelps Select MLP and Midstream Energy Fund Inc. in Q3 2019 and held it in 1 quarter.
  • OTA Financial Group's Duff & Phelps Select MLP and Midstream Energy Fund Inc. position peaked at $351K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Duff & Phelps Select MLP and Midstream Energy Fund Inc. as of Q4 2019.

Based on OTA Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.