United Capital Financial Advisors’s Delaware Investments Dividend & Income Fund, Inc. DDF Stock Holding History

United Capital Financial Advisors’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
2016 Q4	–	Sell	-13,513	Closed	-$134K	–	1339
2016 Q3	$134K	Sell	13,513 -22,025	-62%	-$219K	﹤0.01%	1221
2016 Q2	$355K	Sell	35,538 -20,964	-37%	-$198K	﹤0.01%	1000
2016 Q1	$515K	Sell	56,502 -4,527	-7%	-$37.8K	0.01%	873
2015 Q4	$538K	Buy	61,029 +24	+0%	+$213	0.01%	865
2015 Q3	$511K	Buy	61,005 +4,275	+8%	+$39.2K	0.01%	890
2015 Q2	$562K	Buy	56,730 +19,515	+52%	+$199K	0.01%	873
2015 Q1	$377K	Buy	37,215 +18,997	+104%	+$189K	﹤0.01%	1008
2014 Q4	$179K	Sell	18,218 -1,919	-10%	-$18.9K	﹤0.01%	1109
2014 Q3	$198K	Buy	+20,137	New	+$204K	﹤0.01%	1048

Other funds holding DDF

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

SFS

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

United Capital Financial Advisors's DDF Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q4 2016, closing a stake of 13,513 shares — an estimated $134K sold.

United Capital Financial Advisors first reported a position in DDF in Q3 2014 and held it in 9 quarters. The position peaked at $562K in Q2 2015. 24 funds tracked by Wall St. Rank hold DDF as of Q4 2016.

United Capital Financial Advisors reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 13,513 Delaware Investments Dividend & Income Fund, Inc. shares in Q4 2016, an estimated $134K.
United Capital Financial Advisors first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q3 2014 and held it in 9 quarters.
United Capital Financial Advisors's Delaware Investments Dividend & Income Fund, Inc. position peaked at $562K in Q2 2015.
24 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.