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Signature Wealth Management Group’s DNP Select Income Fund DNP Stock Holding History

Signature Wealth Management Group’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
2018
Q4 		– Sell
-1,743
Closed -$19K – 129
2018
Q3 		$19K Hold
1,743
– – 0.01% 150
2018
Q2 		$19K Hold
1,743
– – 0.01% 149
2018
Q1 		$18K Hold
1,743
– – 0.01% 148
2017
Q4 		$19K Buy
+1,743
New +$19.6K 0.01% 148

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Signature Wealth Management Group's DNP Position: Q4 2018 in Review

Signature Wealth Management Group sold out of DNP Select Income Fund (DNP) in Q4 2018, closing a stake of 1,743 shares — an estimated $19K sold.

Signature Wealth Management Group first reported a position in DNP in Q4 2017 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 190 funds tracked by Wall St. Rank hold DNP as of Q4 2018.

  • Signature Wealth Management Group reported no remaining DNP Select Income Fund position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 1,743 DNP Select Income Fund shares in Q4 2018, an estimated $19K.
  • Signature Wealth Management Group first reported a position in DNP Select Income Fund in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's DNP Select Income Fund position peaked at $19K in Q3 2018.
  • 190 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.