Plante Moran Financial Advisors’s DNP Select Income Fund DNP Stock Holding History

Plante Moran Financial Advisors’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,123	Closed	-$12K	–	847
2021 Q4	$12K	Buy	+1,123	New	+$12.1K	﹤0.01%	658
2018 Q3	–	Sell	-600	Closed	-$6K	–	773
2018 Q2	$6K	Buy	+600	New	+$6.49K	﹤0.01%	603

Other funds holding DNP

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

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

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

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

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Plante Moran Financial Advisors's DNP Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of DNP Select Income Fund (DNP) in Q1 2022, closing a stake of 1,123 shares — an estimated $12K sold.

Plante Moran Financial Advisors first reported a position in DNP in Q2 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 267 funds tracked by Wall St. Rank hold DNP as of Q1 2022.

Plante Moran Financial Advisors reported no remaining DNP Select Income Fund position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 1,123 DNP Select Income Fund shares in Q1 2022, an estimated $12K.
Plante Moran Financial Advisors first reported a position in DNP Select Income Fund in Q2 2018 and held it in 2 quarters.
Plante Moran Financial Advisors's DNP Select Income Fund position peaked at $12K in Q4 2021.
267 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.