BRWA
DDF

B. Riley Wealth Advisors’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

B. Riley Wealth Advisors’s Portfolio DDF Stock Details DDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10,645
Closed -$121K – 1492
2021
Q2 		$121K Sell
10,645
-1,005
-9% -$11.3K ﹤0.01% 1292
2021
Q1 		$122K Buy
+11,650
New +$113K ﹤0.01% 1271

Other funds holding DDF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

B. Riley Wealth Advisors's DDF Position: Q3 2021 in Review

B. Riley Wealth Advisors sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q3 2021, closing a stake of 10,645 shares — an estimated $121K sold.

B. Riley Wealth Advisors first reported a position in DDF in Q1 2021 and held it in 2 quarters. The position peaked at $122K in Q1 2021. 19 funds tracked by Wall St. Rank hold DDF as of Q3 2021.

  • B. Riley Wealth Advisors reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q3 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 10,645 Delaware Investments Dividend & Income Fund, Inc. shares in Q3 2021, an estimated $121K.
  • B. Riley Wealth Advisors first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q1 2021 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Delaware Investments Dividend & Income Fund, Inc. position peaked at $122K in Q1 2021.
  • 19 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q3 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.