PWPS
DPG

Pinnacle Wealth Planning Services’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Pinnacle Wealth Planning Services’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
-3,114
Closed -$38K – 787
2020
Q4 		$38K Buy
+3,114
New +$35.3K 0.01% 912

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pinnacle Wealth Planning Services's DPG Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q1 2021, closing a stake of 3,114 shares — an estimated $38K sold.

Pinnacle Wealth Planning Services first reported a position in DPG in Q4 2020 and held it in 1 quarter. The position peaked at $38K in Q4 2020. 56 funds tracked by Wall St. Rank hold DPG as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 3,114 Duff & Phelps Utility and Infrastructure Fund shares in Q1 2021, an estimated $38K.
  • Pinnacle Wealth Planning Services first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Duff & Phelps Utility and Infrastructure Fund position peaked at $38K in Q4 2020.
  • 56 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.