Adams Diversified Equity Fund Inc (ADX) : Blue Bell Private Wealth Management scooped up 31,585 additional shares in Adams Diversified Equity Fund Inc during the most recent quarter end , the firm said in a disclosure report filed with the SEC on Apr 12, 2016. The investment management firm now holds a total of 433,837 shares of Adams Diversified Equity Fund Inc which is valued at $5,548,775.Adams Diversified Equity Fund Inc makes up approximately 3.75% of Blue Bell Private Wealth Management’s portfolio.
Other Hedge Funds, Including , Creative Planning reduced its stake in ADX by selling 2,515 shares or 8.45% in the most recent quarter. The Hedge Fund company now holds 27,255 shares of ADX which is valued at $343,686.
Adams Diversified Equity Fund Inc. formerly The Adams Express Company is a diversified closed-end equity investment company. The Companys holdings include Adams Natural Resources Fund Microsoft Corp. General Electric Co. Pfizer Inc. PepsiCo Inc. Oracle Corp. Procter & Gamble Co. Unilever plc Genentech Inc. and Exxon Mobil Corp. The Company invests in various sectors including consumer energy financial healthcare industrials information technology materials telecom services and utilities. The Company has an office in Baltimore Maryland.