KFP
DDF

Keystone Financial Planning’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

Keystone Financial Planning’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
-700
Closed -$7K – 90
2013
Q4 		$7K Buy
+700
New +$6.45K 0.01% 84

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

Keystone Financial Planning's DDF Position: Q1 2014 in Review

Keystone Financial Planning sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q1 2014, closing a stake of 700 shares — an estimated $7K sold.

Keystone Financial Planning first reported a position in DDF in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 25 funds tracked by Wall St. Rank hold DDF as of Q1 2014.

  • Keystone Financial Planning reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q1 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 700 Delaware Investments Dividend & Income Fund, Inc. shares in Q1 2014, an estimated $7K.
  • Keystone Financial Planning first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q4 2013 and held it in 1 quarter.
  • Keystone Financial Planning's Delaware Investments Dividend & Income Fund, Inc. position peaked at $7K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q1 2014.

Based on Keystone Financial Planning's 13F filing for Q1 2014, filed 14 Apr 2014.