ARMC
GRX

American Research & Management Company’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

American Research & Management Company’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-26
Closed – – 387
2013
Q4 		$0 Buy
+26
New +$258 ﹤0.01% 381

Other funds holding GRX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Research & Management Company's GRX Position: Q1 2014 in Review

American Research & Management Company sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q1 2014, closing a stake of 26 shares.

American Research & Management Company first reported a position in GRX in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 38 funds tracked by Wall St. Rank hold GRX as of Q1 2014.

  • American Research & Management Company reported no remaining Gabelli Healthcare & Wellness Trust position as of Q1 2014 after selling out during the quarter.
  • American Research & Management Company sold 26 Gabelli Healthcare & Wellness Trust shares in Q1 2014.
  • American Research & Management Company first reported a position in Gabelli Healthcare & Wellness Trust in Q4 2013 and held it in 1 quarter.
  • American Research & Management Company's Gabelli Healthcare & Wellness Trust position peaked at $0 in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q1 2014.

Based on American Research & Management Company's 13F filing for Q1 2014, filed 14 Apr 2014.