MS
DEX

Marshall & Sullivan’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

Marshall & Sullivan’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
2022
Q3 		– Sell
-734
Closed -$5K – 97
2022
Q2 		$5K Buy
+734
New +$6.02K ﹤0.01% 83

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
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Marshall & Sullivan's DEX Position: Q3 2022 in Review

Marshall & Sullivan sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q3 2022, closing a stake of 734 shares — an estimated $5K sold.

Marshall & Sullivan first reported a position in DEX in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 29 funds tracked by Wall St. Rank hold DEX as of Q3 2022.

  • Marshall & Sullivan reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q3 2022 after selling out during the quarter.
  • Marshall & Sullivan sold 734 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q3 2022, an estimated $5K.
  • Marshall & Sullivan first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q2 2022 and held it in 1 quarter.
  • Marshall & Sullivan's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $5K in Q2 2022.
  • 29 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q3 2022.

Based on Marshall & Sullivan's 13F filing for Q3 2022, filed 28 Oct 2022.