AAS
GCV

Avantax Advisory Services’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Avantax Advisory Services’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,521
Closed -$63K – 1088
2020
Q3 		$63K Buy
+11,521
New +$62.5K ﹤0.01% 1331

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Avantax Advisory Services's GCV Position: Q4 2020 in Review

Avantax Advisory Services sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q4 2020, closing a stake of 11,521 shares — an estimated $63K sold.

Avantax Advisory Services first reported a position in GCV in Q3 2020 and held it in 1 quarter. The position peaked at $63K in Q3 2020. 32 funds tracked by Wall St. Rank hold GCV as of Q4 2020.

  • Avantax Advisory Services reported no remaining Gabelli Convertible and Income Securities Fund position as of Q4 2020 after selling out during the quarter.
  • Avantax Advisory Services sold 11,521 Gabelli Convertible and Income Securities Fund shares in Q4 2020, an estimated $63K.
  • Avantax Advisory Services first reported a position in Gabelli Convertible and Income Securities Fund in Q3 2020 and held it in 1 quarter.
  • Avantax Advisory Services's Gabelli Convertible and Income Securities Fund position peaked at $63K in Q3 2020.
  • 32 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q4 2020.

Based on Avantax Advisory Services's 13F filing for Q4 2020, filed 22 Jan 2021.