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WealthShield’s DNP Select Income Fund DNP Stock Holding History

WealthShield’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
2017
Q4 		$123K Buy
+11,376
New +$128K 0.07% 135

Other funds holding DNP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

WealthShield's DNP Position: Q4 2017 in Review

WealthShield opened a new position in DNP Select Income Fund (DNP) in Q4 2017: 11,376 shares worth $123K. The stake represents 0.07% of the portfolio and ranks #135 among its holdings.

186 funds tracked by Wall St. Rank hold DNP as of Q4 2017.

  • WealthShield held 11,376 shares of DNP Select Income Fund worth $123K as of Q4 2017.
  • DNP Select Income Fund was a new WealthShield position in Q4 2017.
  • DNP Select Income Fund made up 0.07% of WealthShield's portfolio in Q4 2017, its #135 holding.
  • 186 funds tracked by Wall St. Rank held DNP Select Income Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.