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Cahill Financial Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-1,183
Closed -$31K – 425
2021
Q3 		$31K Buy
+1,183
New +$31.4K 0.01% 394

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cahill Financial Advisors's GDV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2021, closing a stake of 1,183 shares — an estimated $31K sold.

Cahill Financial Advisors first reported a position in GDV in Q3 2021 and held it in 1 quarter. The position peaked at $31K in Q3 2021. 179 funds tracked by Wall St. Rank hold GDV as of Q4 2021.

  • Cahill Financial Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 1,183 Gabelli Dividend & Income Trust shares in Q4 2021, an estimated $31K.
  • Cahill Financial Advisors first reported a position in Gabelli Dividend & Income Trust in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's Gabelli Dividend & Income Trust position peaked at $31K in Q3 2021.
  • 179 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.