IA
DEX

IFP Advisors’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

IFP Advisors’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
2017
Q4 		– Sell
-2,711
Closed -$32K – 4186
2017
Q3 		$32K Hold
2,711
– – ﹤0.01% 2304
2017
Q2 		$31K Hold
2,711
– – ﹤0.01% 2301
2017
Q1 		$30K Hold
2,711
– – ﹤0.01% 2247
2016
Q4 		$27K Sell
2,711
-550
-17% -$5.36K ﹤0.01% 2274
2016
Q3 		$33K Hold
3,261
– – ﹤0.01% 2087
2016
Q2 		$31K Buy
+3,261
New +$30.7K ﹤0.01% 2068
2016
Q1 		– Sell
-550
Closed -$5K – 3621
2015
Q4 		$5K Buy
+550
New +$5.3K ﹤0.01% 3000

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

IFP Advisors's DEX Position: Q4 2017 in Review

IFP Advisors sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q4 2017, closing a stake of 2,711 shares — an estimated $32K sold.

IFP Advisors first reported a position in DEX in Q4 2015 and held it in 7 quarters. The position peaked at $33K in Q3 2016. 40 funds tracked by Wall St. Rank hold DEX as of Q4 2017.

  • IFP Advisors reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 2,711 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q4 2017, an estimated $32K.
  • IFP Advisors first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $33K in Q3 2016.
  • 40 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.