CFA
GGZ

Camarda Financial Advisors’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Camarda Financial 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
2018
Q4 		– Sell
-78
Closed -$1K – 194
2018
Q3 		$1K Buy
+78
New +$954 ﹤0.01% 214

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

Camarda Financial Advisors's GGZ Position: Q4 2018 in Review

Camarda Financial Advisors sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2018, closing a stake of 78 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in GGZ in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 45 funds tracked by Wall St. Rank hold GGZ as of Q4 2018.

  • Camarda Financial Advisors reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 78 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2018, an estimated $1K.
  • Camarda Financial Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2018 and held it in 1 quarter.
  • Camarda Financial Advisors's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1K in Q3 2018.
  • 45 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2018.

Based on Camarda Financial Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.