AWG
DEX

Altus Wealth Group’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

Altus Wealth Group’s Portfolio DEX Stock Details DEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,270
Closed -$22K – 823
2020
Q4 		$22K Buy
+2,270
New +$21.2K 0.02% 353

Other funds holding DEX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Altus Wealth Group's DEX Position: Q1 2021 in Review

Altus Wealth Group sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q1 2021, closing a stake of 2,270 shares — an estimated $22K sold.

Altus Wealth Group first reported a position in DEX in Q4 2020 and held it in 1 quarter. The position peaked at $22K in Q4 2020. 29 funds tracked by Wall St. Rank hold DEX as of Q1 2021.

  • Altus Wealth Group reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 2,270 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q1 2021, an estimated $22K.
  • Altus Wealth Group first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $22K in Q4 2020.
  • 29 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.