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Carroll Financial Associates’s General American Investors Company GAM Stock Holding History

Carroll Financial Associates’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-657
Closed -$21K – 1167
2016
Q3 		$21K Buy
+657
New +$21.3K ﹤0.01% 639

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BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Carroll Financial Associates's GAM Position: Q4 2016 in Review

Carroll Financial Associates sold out of General American Investors Company (GAM) in Q4 2016, closing a stake of 657 shares — an estimated $21K sold.

Carroll Financial Associates first reported a position in GAM in Q3 2016 and held it in 1 quarter. The position peaked at $21K in Q3 2016. 82 funds tracked by Wall St. Rank hold GAM as of Q4 2016.

  • Carroll Financial Associates reported no remaining General American Investors Company position as of Q4 2016 after selling out during the quarter.
  • Carroll Financial Associates sold 657 General American Investors Company shares in Q4 2016, an estimated $21K.
  • Carroll Financial Associates first reported a position in General American Investors Company in Q3 2016 and held it in 1 quarter.
  • Carroll Financial Associates's General American Investors Company position peaked at $21K in Q3 2016.
  • 82 funds tracked by Wall St. Rank held General American Investors Company as of Q4 2016.

Based on Carroll Financial Associates's 13F filing for Q4 2016, filed 11 Jan 2017.