GoalVest Advisory LLC Takes Position in Adams Diversified Equity Fund, Inc. $ADX

GoalVest Advisory LLC acquired a new stake in Adams Diversified Equity Fund, Inc. (NYSE:ADX) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 9,119 shares of the closed-end fund’s stock, valued at approximately $198,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in ADX. Janney Montgomery Scott LLC lifted its stake in shares of Adams Diversified Equity Fund by 4.6% in the 1st quarter. Janney Montgomery Scott LLC now owns 54,754 shares of the closed-end fund’s stock valued at $1,040,000 after purchasing an additional 2,390 shares during the period. Oppenheimer & Co. Inc. raised its stake in Adams Diversified Equity Fund by 68.7% during the 1st quarter. Oppenheimer & Co. Inc. now owns 34,748 shares of the closed-end fund’s stock worth $660,000 after buying an additional 14,149 shares during the period. Joel Isaacson & Co. LLC acquired a new position in Adams Diversified Equity Fund during the 1st quarter worth approximately $504,000. Waterfront Wealth Inc. raised its stake in Adams Diversified Equity Fund by 4.9% during the 1st quarter. Waterfront Wealth Inc. now owns 413,998 shares of the closed-end fund’s stock worth $7,862,000 after buying an additional 19,518 shares during the period. Finally, MorganRosel Wealth Management LLC acquired a new position in Adams Diversified Equity Fund during the 1st quarter worth approximately $100,000. 28.41% of the stock is owned by institutional investors and hedge funds.

Adams Diversified Equity Fund Stock Up 0.7%

ADX stock opened at $23.00 on Monday. The stock’s 50 day simple moving average is $22.16 and its 200 day simple moving average is $21.12. Adams Diversified Equity Fund, Inc. has a fifty-two week low of $16.50 and a fifty-two week high of $23.04.

About Adams Diversified Equity Fund

Adams Diversified Equity Fund, Inc is a publicly owned investment manager. It primarily provides its services to investment companies. The firm is a large advisory firm The firm is actively engaged in businesses, including commodity pool operator or commodity trading advisor. The firm launches equity.