PAG
DUC

Private Advisor Group’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Private Advisor Group’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
Q3 		– Sell
-87
Closed -$1K – 3854
2020
Q2 		$1K Buy
+87
New +$790 ﹤0.01% 3811

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SCM
Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 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

Private Advisor Group's DUC Position: Q3 2020 in Review

Private Advisor Group sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q3 2020, closing a stake of 87 shares — an estimated $1K sold.

Private Advisor Group first reported a position in DUC in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 39 funds tracked by Wall St. Rank hold DUC as of Q3 2020.

  • Private Advisor Group reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 87 Duff & Phelps Utility & Corporate Bond Trust shares in Q3 2020, an estimated $1K.
  • Private Advisor Group first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Duff & Phelps Utility & Corporate Bond Trust position peaked at $1K in Q2 2020.
  • 39 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.