BIG
GGZ

Bellwether Investment Group’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-23
Closed – – 847
2016
Q4 		$0 Buy
+23
New +$241 ﹤0.01% 984
2016
Q2 		$1K Buy
+121
New +$1.27K ﹤0.01% 612

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Bellwether Investment Group's GGZ Position: Q1 2017 in Review

Bellwether Investment Group sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2017, closing a stake of 23 shares.

Bellwether Investment Group first reported a position in GGZ in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2017.

  • Bellwether Investment Group reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 23 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2017.
  • Bellwether Investment Group first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1K in Q2 2016.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.