Mid Atlantic Financial Management’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$287K	Buy	26,000 +14,500	+126%	+$159K	0.02%	682
2021 Q2	$130K	Sell	11,500 -14,600	-56%	-$164K	0.01%	887
2021 Q1	$271K	Buy	26,100 +8,100	+45%	+$78.8K	0.02%	668
2020 Q4	$167K	Buy	18,000 +4,100	+29%	+$35.3K	0.01%	741
2020 Q3	$115K	Sell	13,900 -100	-0.7%	-$840	0.01%	716
2020 Q2	$118K	Buy	14,000 +2,400	+21%	+$20.7K	0.01%	691
2020 Q1	$97K	Buy	+11,600	New	+$152K	0.01%	633

Other funds holding DDF

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

DWM

Doyle Wealth Management St. Petersburg, Florida $1.16B AUM 9.32% 1-Year Est. Return

Mid Atlantic Financial Management's DDF Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its Delaware Investments Dividend & Income Fund, Inc. (DDF) stake by 126% in Q3 2021, buying an estimated $159K and bringing the position to 26,000 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #682.

Mid Atlantic Financial Management first reported a position in DDF in Q1 2020 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold DDF as of Q3 2021.

Mid Atlantic Financial Management held 26,000 shares of Delaware Investments Dividend & Income Fund, Inc. worth $287K as of Q3 2021.
Mid Atlantic Financial Management bought 14,500 Delaware Investments Dividend & Income Fund, Inc. shares in Q3 2021, an estimated $159K.
Delaware Investments Dividend & Income Fund, Inc. made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #682 holding.
Mid Atlantic Financial Management first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q1 2020 and has held it in 7 quarters since.
19 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.