BRWM
GDL

B. Riley Wealth Management’s GDL Fund GDL Stock Holding History

B. Riley Wealth Management’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$53.2K Buy
+46,718
New +$389K 0.06% 71
2022
Q1 		– Sell
-11,933
Closed -$107K – 652
2021
Q4 		$107K Buy
+11,933
New +$107K 0.01% 625

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return

B. Riley Wealth Management's GDL Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in GDL Fund (GDL) in Q2 2022: 46,718 shares worth $53.2K. The stake represents 0.06% of the portfolio and ranks #71 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in GDL as recently as Q4 2021.

B. Riley Wealth Management first reported a position in GDL in Q4 2021 and has held it in 2 quarters since. The position peaked at $107K in Q4 2021. 29 funds tracked by Wall St. Rank hold GDL as of Q2 2022.

  • B. Riley Wealth Management held 46,718 shares of GDL Fund worth $53.2K as of Q2 2022.
  • GDL Fund was a new B. Riley Wealth Management position in Q2 2022.
  • GDL Fund made up 0.06% of B. Riley Wealth Management's portfolio in Q2 2022, its #71 holding.
  • B. Riley Wealth Management first reported a position in GDL Fund in Q4 2021 and has held it in 2 quarters since.
  • B. Riley Wealth Management's GDL Fund position peaked at $107K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held GDL Fund as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.