Sound View Wealth Advisors’s DNP Select Income Fund DNP Stock Holding History

Sound View Wealth 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
2019 Q1	$2.16M	Buy	186,963 +23,465	+14%	+$263K	0.68%	47
2018 Q4	$1.7M	Buy	+163,498	New	+$1.79M	0.62%	50

Other funds holding DNP

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

AFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

GFPC

Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Sound View Wealth Advisors's DNP Position: Q1 2019 in Review

Sound View Wealth Advisors increased its DNP Select Income Fund (DNP) stake by 14% in Q1 2019, buying an estimated $263K and bringing the position to 186,963 shares worth $2.16M. The position accounts for 0.68% of the portfolio, ranked #47.

Sound View Wealth Advisors first reported a position in DNP in Q4 2018 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold DNP as of Q1 2019.

Sound View Wealth Advisors held 186,963 shares of DNP Select Income Fund worth $2.16M as of Q1 2019.
Sound View Wealth Advisors bought 23,465 DNP Select Income Fund shares in Q1 2019, an estimated $263K.
DNP Select Income Fund made up 0.68% of Sound View Wealth Advisors's portfolio in Q1 2019, its #47 holding.
Sound View Wealth Advisors first reported a position in DNP Select Income Fund in Q4 2018 and has held it in 2 quarters since.
201 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.