Acorn Wealth Advisors’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Acorn Wealth Advisors’s Portfolio GGZ Stock Details GGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-667	Closed	-$8K	–	629
2018 Q1	$8K	Hold	667	–	–	0.01%	548
2017 Q4	$9K	Buy	+667	New	+$8.46K	0.01%	512

Other funds holding GGZ

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

SFS

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

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

Acorn Wealth Advisors's GGZ Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2018, closing a stake of 667 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in GGZ in Q4 2017 and held it in 2 quarters. The position peaked at $9K in Q4 2017. 53 funds tracked by Wall St. Rank hold GGZ as of Q2 2018.

Acorn Wealth Advisors reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 667 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Gabelli Global Small and Mid-Cap Value Trust position peaked at $9K in Q4 2017.
53 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.