SMFS
DPG

Squar Milner Financial Services’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Squar Milner Financial Services’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
2018
Q3 		– Sell
-2,600
Closed -$37K – 775
2018
Q2 		$37K Buy
+2,600
New +$37.1K 0.03% 386

Other funds holding DPG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Squar Milner Financial Services's DPG Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2018, closing a stake of 2,600 shares — an estimated $37K sold.

Squar Milner Financial Services first reported a position in DPG in Q2 2018 and held it in 1 quarter. The position peaked at $37K in Q2 2018. 48 funds tracked by Wall St. Rank hold DPG as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,600 Duff & Phelps Utility and Infrastructure Fund shares in Q3 2018, an estimated $37K.
  • Squar Milner Financial Services first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's Duff & Phelps Utility and Infrastructure Fund position peaked at $37K in Q2 2018.
  • 48 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.