WEC
DPG

Winslow Evans & Crocker’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Winslow Evans & Crocker’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
2020
Q3 		– Sell
-200
Closed -$2K – 1104
2020
Q2 		$2K Hold
200
– – ﹤0.01% 1025
2020
Q1 		$2K Hold
200
– – ﹤0.01% 997
2019
Q4 		$4K Hold
200
– – ﹤0.01% 983
2019
Q3 		$4K Buy
200
+74
+59% +$1.15K ﹤0.01% 975
2019
Q2 		$2K Buy
+126
New +$1.91K ﹤0.01% 1069

Other funds holding DPG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SLWS
Swaine & Leidel Wealth Services Sebring, Florida $130K AUM
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Winslow Evans & Crocker's DPG Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Duff & Phelps Utility and Infrastructure Fund (DPG) in Q3 2020, closing a stake of 200 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in DPG in Q2 2019 and held it in 5 quarters. The position peaked at $4K in Q4 2019. 55 funds tracked by Wall St. Rank hold DPG as of Q3 2020.

  • Winslow Evans & Crocker reported no remaining Duff & Phelps Utility and Infrastructure Fund position as of Q3 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 200 Duff & Phelps Utility and Infrastructure Fund shares in Q3 2020, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Duff & Phelps Utility and Infrastructure Fund in Q2 2019 and held it in 5 quarters.
  • Winslow Evans & Crocker's Duff & Phelps Utility and Infrastructure Fund position peaked at $4K in Q4 2019.
  • 55 funds tracked by Wall St. Rank held Duff & Phelps Utility and Infrastructure Fund as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.