APWM
GGZ

Atlas Private Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Atlas Private Wealth Management’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
2020
Q2 		– Sell
-16
Closed – – 467
2020
Q1 		$0 Buy
+16
New +$166 ﹤0.01% 461

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atlas Private Wealth Management's GGZ Position: Q2 2020 in Review

Atlas Private Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2020, closing a stake of 16 shares.

Atlas Private Wealth Management first reported a position in GGZ in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 40 funds tracked by Wall St. Rank hold GGZ as of Q2 2020.

  • Atlas Private Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q2 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 16 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2020.
  • Atlas Private Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2020 and held it in 1 quarter.
  • Atlas Private Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $0 in Q1 2020.
  • 40 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2020.

Based on Atlas Private Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.