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

WFG 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
2015 Q1	–	Sell	-340	Closed	-$3K	–	2124
2014 Q4	$3K	Hold	340	–	–	﹤0.01%	1802
2014 Q3	$3K	Hold	340	–	–	﹤0.01%	1819
2014 Q2	$4K	Hold	340	–	–	﹤0.01%	1723
2014 Q1	$3K	Hold	340	–	–	﹤0.01%	1766
2013 Q4	$3K	Hold	340	–	–	﹤0.01%	1911
2013 Q3	$3K	Buy	+340	New	+$3.04K	﹤0.01%	1881

Other funds holding DDF

SFS

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

WFG Advisors's DDF Position: Q1 2015 in Review

WFG Advisors sold out of Delaware Investments Dividend & Income Fund, Inc. (DDF) in Q1 2015, closing a stake of 340 shares — an estimated $3K sold.

WFG Advisors first reported a position in DDF in Q3 2013 and held it in 6 quarters. The position peaked at $4K in Q2 2014. 20 funds tracked by Wall St. Rank hold DDF as of Q1 2015.

WFG Advisors reported no remaining Delaware Investments Dividend & Income Fund, Inc. position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 340 Delaware Investments Dividend & Income Fund, Inc. shares in Q1 2015, an estimated $3K.
WFG Advisors first reported a position in Delaware Investments Dividend & Income Fund, Inc. in Q3 2013 and held it in 6 quarters.
WFG Advisors's Delaware Investments Dividend & Income Fund, Inc. position peaked at $4K in Q2 2014.
20 funds tracked by Wall St. Rank held Delaware Investments Dividend & Income Fund, Inc. as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.