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Carmichael Hill & Associates’s Gabelli Dividend & Income Trust GDV Stock Holding History

Carmichael Hill & Associates’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
2020
Q3 		– Sell
-2,330
Closed -$41K – 724
2020
Q2 		$41K Hold
2,330
– – 0.03% 303
2020
Q1 		$35K Hold
2,330
– – 0.03% 307
2019
Q4 		$51K Buy
+2,330
New +$48.9K 0.04% 279

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carmichael Hill & Associates's GDV Position: Q3 2020 in Review

Carmichael Hill & Associates sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2020, closing a stake of 2,330 shares — an estimated $41K sold.

Carmichael Hill & Associates first reported a position in GDV in Q4 2019 and held it in 3 quarters. The position peaked at $51K in Q4 2019. 133 funds tracked by Wall St. Rank hold GDV as of Q3 2020.

  • Carmichael Hill & Associates reported no remaining Gabelli Dividend & Income Trust position as of Q3 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 2,330 Gabelli Dividend & Income Trust shares in Q3 2020, an estimated $41K.
  • Carmichael Hill & Associates first reported a position in Gabelli Dividend & Income Trust in Q4 2019 and held it in 3 quarters.
  • Carmichael Hill & Associates's Gabelli Dividend & Income Trust position peaked at $51K in Q4 2019.
  • 133 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2020.

Based on Carmichael Hill & Associates's 13F filing for Q3 2020, filed 12 Nov 2020.