PMFA
DUC

Plante Moran Financial Advisors’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Plante Moran Financial Advisors’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
2016
Q1 		– Sell
-12
Closed – – 1085
2015
Q4 		$0 Buy
+12
New +$112 ﹤0.01% 1013

Other funds holding DUC

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plante Moran Financial Advisors's DUC Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q1 2016, closing a stake of 12 shares.

Plante Moran Financial Advisors first reported a position in DUC in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 34 funds tracked by Wall St. Rank hold DUC as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 12 Duff & Phelps Utility & Corporate Bond Trust shares in Q1 2016.
  • Plante Moran Financial Advisors first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Duff & Phelps Utility & Corporate Bond Trust position peaked at $0 in Q4 2015.
  • 34 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.