Bruderman Asset Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Bruderman Asset Management’s Portfolio GRX Stock Details GRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,000	Closed	-$32K	–	289
2019 Q1	$32K	Hold	3,000	–	–	0.01%	318
2018 Q4	$28K	Hold	3,000	–	–	0.01%	305
2018 Q3	$33K	Hold	3,000	–	–	0.01%	226
2018 Q2	$30K	Hold	3,000	–	–	0.01%	246
2018 Q1	$29K	Buy	+3,000	New	+$30.5K	0.01%	248
2017 Q3	–	Sell	-3,000	Closed	-$33K	–	207
2017 Q2	$33K	Buy	+3,000	New	+$31.2K	0.01%	245
2017 Q1	–	Sell	-3,000	Closed	-$28K	–	203
2016 Q4	$28K	Hold	3,000	–	–	0.01%	257
2016 Q3	$31K	Hold	3,000	–	–	0.01%	252
2016 Q2	$32K	Hold	3,000	–	–	0.01%	234
2016 Q1	$30K	Hold	3,000	–	–	0.01%	239
2015 Q4	$31K	Hold	3,000	–	–	0.01%	251
2015 Q3	$29K	Buy	3,000 +2,000	+200%	+$21.8K	0.01%	252
2015 Q2	$11K	Hold	1,000	–	–	﹤0.01%	343
2015 Q1	$11K	Buy	+1,000	New	+$10.8K	﹤0.01%	337

Other funds holding GRX

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return

RJA

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

Bruderman Asset Management's GRX Position: Q2 2019 in Review

Bruderman Asset Management sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2019, closing a stake of 3,000 shares — an estimated $32K sold.

Bruderman Asset Management first reported a position in GRX in Q1 2015 and held it in 14 quarters. The position peaked at $33K in Q3 2018. 63 funds tracked by Wall St. Rank hold GRX as of Q2 2019.

Bruderman Asset Management reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 3,000 Gabelli Healthcare & Wellness Trust shares in Q2 2019, an estimated $32K.
Bruderman Asset Management first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Gabelli Healthcare & Wellness Trust position peaked at $33K in Q3 2018.
63 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.