JFA
DEX

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

Johanson Financial 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
2020
Q1 		– Sell
-13,943
Closed -$1.34M – 261
2019
Q4 		$1.34M Buy
+13,943
New +$140K 0.06% 121

Other funds holding DEX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Johanson Financial Advisors's DEX Position: Q1 2020 in Review

Johanson Financial Advisors sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q1 2020, closing a stake of 13,943 shares — an estimated $1.34M sold.

Johanson Financial Advisors first reported a position in DEX in Q4 2019 and held it in 1 quarter. The position peaked at $1.34M in Q4 2019. 34 funds tracked by Wall St. Rank hold DEX as of Q1 2020.

  • Johanson Financial Advisors reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 13,943 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q1 2020, an estimated $1.34M.
  • Johanson Financial Advisors first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $1.34M in Q4 2019.
  • 34 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.