M&T Bank
DEX

M&T Bank’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

M&T Bank’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
2021
Q1 		– Sell
-12,500
Closed -$122K – 1755
2020
Q4 		$122K Hold
12,500
– – ﹤0.01% 1573
2020
Q3 		$111K Buy
+12,500
New +$109K ﹤0.01% 1483

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SIA
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BWA
BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

M&T Bank's DEX Position: Q1 2021 in Review

M&T Bank sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q1 2021, closing a stake of 12,500 shares — an estimated $122K sold.

M&T Bank first reported a position in DEX in Q3 2020 and held it in 2 quarters. The position peaked at $122K in Q4 2020. 29 funds tracked by Wall St. Rank hold DEX as of Q1 2021.

  • M&T Bank reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q1 2021 after selling out during the quarter.
  • M&T Bank sold 12,500 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q1 2021, an estimated $122K.
  • M&T Bank first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q3 2020 and held it in 2 quarters.
  • M&T Bank's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $122K in Q4 2020.
  • 29 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q1 2021.

Based on M&T Bank's 13F filing for Q1 2021, filed 6 May 2021.