SB
DPG

Suntrust Banks’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Suntrust Banks’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
2019
Q3 		$533K Buy
35,655
+12,024
+51% +$187K ﹤0.01% 931
2019
Q2 		$353K Buy
23,631
+12,331
+109% +$186K ﹤0.01% 1067
2019
Q1 		$169K Buy
+11,300
New +$158K ﹤0.01% 1240

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Suntrust Banks's DPG Position: Q3 2019 in Review

Suntrust Banks increased its Duff & Phelps Utility and Infrastructure Fund (DPG) stake by 51% in Q3 2019, buying an estimated $187K and bringing the position to 35,655 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Suntrust Banks first reported a position in DPG in Q1 2019 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold DPG as of Q3 2019.

  • Suntrust Banks held 35,655 shares of Duff & Phelps Utility and Infrastructure Fund worth $533K as of Q3 2019.
  • Suntrust Banks bought 12,024 Duff & Phelps Utility and Infrastructure Fund shares in Q3 2019, an estimated $187K.
  • Duff & Phelps Utility and Infrastructure Fund made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #931 holding.
  • Suntrust Banks first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q1 2019 and has held it in 3 quarters since.
  • 52 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.