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

B. Riley 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
2015 Q1	–	Sell	-303	Closed	-$3	–	1119
2014 Q4	$3	Buy	+303	New	+$3.12K	﹤0.01%	3306
2014 Q3	–	Sell	-303	Closed	-$3.26K	–	1135
2014 Q2	$3.26K	Buy	+303	New	+$3.32K	﹤0.01%	2151

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

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

RJA

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

FIMG

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

B. Riley Wealth Advisors's GGZ Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2015, closing a stake of 303 shares — an estimated $3 sold.

B. Riley Wealth Advisors first reported a position in GGZ in Q2 2014 and held it in 2 quarters. The position peaked at $3.26K in Q2 2014. 46 funds tracked by Wall St. Rank hold GGZ as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 303 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2015, an estimated $3.
B. Riley Wealth Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2014 and held it in 2 quarters.
B. Riley Wealth Advisors's Gabelli Global Small and Mid-Cap Value Trust position peaked at $3.26K in Q2 2014.
46 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.