Comprehensive Financial Consultants Institutional’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Comprehensive Financial Consultants Institutional’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
2022 Q1	–	Sell	-60	Closed	–	–	279
2021 Q4	$0	Buy	+60	New	+$963	﹤0.01%	487

Other funds holding GGZ

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's GGZ Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2022, closing a stake of 60 shares.

Comprehensive Financial Consultants Institutional first reported a position in GGZ in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 36 funds tracked by Wall St. Rank hold GGZ as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 60 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2022.
Comprehensive Financial Consultants Institutional first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Gabelli Global Small and Mid-Cap Value Trust position peaked at $0 in Q4 2021.
36 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.