Golden State Equity Partners’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

Golden State Equity Partners’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 Q4	–	Sell	-27,875	Closed	-$307K	–	272
2021 Q3	$307K	Sell	27,875 -1,820	-6%	-$20K	0.13%	163
2021 Q2	$336K	Buy	+29,695	New	+$333K	0.13%	163
2021 Q1	–	Sell	-30,438	Closed	-$282K	–	234
2020 Q4	$282K	Buy	+30,438	New	+$262K	0.19%	128

Other funds holding DDF

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DWM

Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

Golden State Equity Partners's DDF Position: Q4 2021 in Review

Golden State Equity Partners sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q4 2021, closing a stake of 27,875 shares — an estimated $307K sold.

Golden State Equity Partners first reported a position in DDF in Q4 2020 and held it in 3 quarters. The position peaked at $336K in Q2 2021. 18 funds tracked by Wall St. Rank hold DDF as of Q4 2021.

Golden State Equity Partners reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q4 2021 after selling out during the quarter.
Golden State Equity Partners sold 27,875 Delaware Investments Dividend & Income Fund, Inc. shares in Q4 2021, an estimated $307K.
Golden State Equity Partners first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q4 2020 and held it in 3 quarters.
Golden State Equity Partners's Delaware Investments Dividend & Income Fund, Inc. position peaked at $336K in Q2 2021.
18 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q4 2021.

Based on Golden State Equity Partners's 13F filing for Q4 2021, filed 11 Feb 2022.