Carson Wealth (CWM LLC)
DDF

Carson Wealth (CWM LLC)’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-900
Closed -$8K – 524
2013
Q4 		$8K Buy
+900
New +$8.29K ﹤0.01% 477

Other funds holding DDF

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DDF Position: Q1 2014 in Review

Carson Wealth (CWM LLC) sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q1 2014, closing a stake of 900 shares — an estimated $8K sold.

Carson Wealth (CWM LLC) first reported a position in DDF in Q4 2013 and held it in 1 quarter. The position peaked at $8K in Q4 2013. 25 funds tracked by Wall St. Rank hold DDF as of Q1 2014.

  • Carson Wealth (CWM LLC) reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q1 2014 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 900 Delaware Investments Dividend & Income Fund, Inc. shares in Q1 2014, an estimated $8K.
  • Carson Wealth (CWM LLC) first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q4 2013 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Delaware Investments Dividend & Income Fund, Inc. position peaked at $8K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q1 2014.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2014, filed 16 May 2014.