Avantax Planning Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History

Avantax Planning Partners’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,900	Closed	-$69K	–	627
2018 Q3	$69K	Buy	+2,900	New	+$68.9K	0.01%	418
2018 Q2	–	Sell	-3,100	Closed	-$69K	–	690
2018 Q1	$69K	Buy	+3,100	New	+$72.2K	0.01%	472

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFS

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

Avantax Planning Partners's GDV Position: Q4 2018 in Review

Avantax Planning Partners sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2018, closing a stake of 2,900 shares — an estimated $69K sold.

Avantax Planning Partners first reported a position in GDV in Q1 2018 and held it in 2 quarters. The position peaked at $69K in Q3 2018. 122 funds tracked by Wall St. Rank hold GDV as of Q4 2018.

Avantax Planning Partners reported no remaining Gabelli Dividend & Income Trust position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 2,900 Gabelli Dividend & Income Trust shares in Q4 2018, an estimated $69K.
Avantax Planning Partners first reported a position in Gabelli Dividend & Income Trust in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Gabelli Dividend & Income Trust position peaked at $69K in Q3 2018.
122 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.