WC
DUC

Westwind Capital’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Westwind Capital’s Portfolio DUC Stock Details DUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-580
Closed -$5K – 48
2018
Q2 		$5K Hold
580
– – ﹤0.01% 44
2018
Q1 		$5K Hold
580
– – ﹤0.01% 39
2017
Q4 		$5K Buy
+580
New +$5.23K ﹤0.01% 39

Other funds holding DUC

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KIM
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Westwind Capital's DUC Position: Q3 2018 in Review

Westwind Capital sold out of Duff & Phelps Utility & Corporate Bond Trust (DUC) in Q3 2018, closing a stake of 580 shares — an estimated $5K sold.

Westwind Capital first reported a position in DUC in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 42 funds tracked by Wall St. Rank hold DUC as of Q3 2018.

  • Westwind Capital reported no remaining Duff & Phelps Utility & Corporate Bond Trust position as of Q3 2018 after selling out during the quarter.
  • Westwind Capital sold 580 Duff & Phelps Utility & Corporate Bond Trust shares in Q3 2018, an estimated $5K.
  • Westwind Capital first reported a position in Duff & Phelps Utility & Corporate Bond Trust in Q4 2017 and held it in 3 quarters.
  • Westwind Capital's Duff & Phelps Utility & Corporate Bond Trust position peaked at $5K in Q2 2018.
  • 42 funds tracked by Wall St. Rank held Duff & Phelps Utility & Corporate Bond Trust as of Q3 2018.

Based on Westwind Capital's 13F filing for Q3 2018, filed 9 Oct 2018.