SCM
DEX

SOL Capital Management’s DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND DEX Stock Holding History

SOL Capital Management’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
Q4 		– Sell
-10,000
Closed -$68K – 287
2022
Q3 		$68K Buy
+10,000
New +$76.8K 0.01% 258

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
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SOL Capital Management's DEX Position: Q4 2022 in Review

SOL Capital Management sold out of DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND (DEX) in Q4 2022, closing a stake of 10,000 shares — an estimated $68K sold.

SOL Capital Management first reported a position in DEX in Q3 2022 and held it in 1 quarter. The position peaked at $68K in Q3 2022. 33 funds tracked by Wall St. Rank hold DEX as of Q4 2022.

  • SOL Capital Management reported no remaining DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position as of Q4 2022 after selling out during the quarter.
  • SOL Capital Management sold 10,000 DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND shares in Q4 2022, an estimated $68K.
  • SOL Capital Management first reported a position in DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND in Q3 2022 and held it in 1 quarter.
  • SOL Capital Management's DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND position peaked at $68K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held DELAWARE ENHANCED GLOBAL DIVIDEND & INCOME FUND as of Q4 2022.

Based on SOL Capital Management's 13F filing for Q4 2022, filed 24 Jan 2023.