PA
DPG

PSI Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

PSI Advisors’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
2020
Q1 		– Sell
-800
Closed -$12K – 227
2019
Q4 		$12K Buy
+800
New +$12.2K 0.01% 441

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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PSI Advisors's DPG Position: Q1 2020 in Review

PSI Advisors sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q1 2020, closing a stake of 800 shares — an estimated $12K sold.

PSI Advisors first reported a position in DPG in Q4 2019 and held it in 1 quarter. The position peaked at $12K in Q4 2019. 61 funds tracked by Wall St. Rank hold DPG as of Q1 2020.

  • PSI Advisors reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q1 2020 after selling out during the quarter.
  • PSI Advisors sold 800 Duff & Phelps Utility and Infrastructure Fund shares in Q1 2020, an estimated $12K.
  • PSI Advisors first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q4 2019 and held it in 1 quarter.
  • PSI Advisors's Duff & Phelps Utility and Infrastructure Fund position peaked at $12K in Q4 2019.
  • 61 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q1 2020.

Based on PSI Advisors's 13F filing for Q1 2020, filed 15 May 2020.