CWM
GGT

Concert Wealth Management’s Gabelli Multimedia Trust GGT Stock Holding History

Concert Wealth Management’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-28,266
Closed -$203K – 257
2017
Q1 		$203K Hold
28,266
– – 0.05% 444
2016
Q4 		$203K Sell
28,266
-450
-2% -$3.29K 0.05% 449
2016
Q3 		$217K Hold
28,716
– – 0.03% 613
2016
Q2 		$203K Sell
28,716
-136
-0.5% -$964 0.03% 599
2016
Q1 		$210K Sell
28,852
-1,269
-4% -$8.69K 0.03% 574
2015
Q4 		$223K Buy
30,121
+558
+2% +$4.37K 0.03% 563
2015
Q3 		$219K Hold
29,563
– – 0.03% 584
2015
Q2 		$264K Sell
29,563
-1,185
-4% -$10.9K 0.03% 551
2015
Q1 		$264K Buy
30,748
+4,961
+19% +$47.4K 0.08% 329
2014
Q4 		$253K Buy
25,787
+978
+4% +$9.29K 0.04% 514
2014
Q3 		$233K Sell
24,809
-5,074
-17% -$48.7K 0.03% 459
2014
Q2 		$276K Sell
29,883
-1,254
-4% -$12.3K 0.03% 431
2014
Q1 		$316K Hold
31,137
– – 0.04% 393
2013
Q4 		$369K Sell
31,137
-107
-0.3% -$1.09K 0.05% 328
2013
Q3 		$290K Hold
31,244
– – 0.04% 379
2013
Q2 		$275K Buy
+31,244
New +$275K 0.04% 363

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Concert Wealth Management's GGT Position: Q2 2017 in Review

Concert Wealth Management sold out of Gabelli Multimedia Trust (GGT) in Q2 2017, closing a stake of 28,266 shares — an estimated $203K sold.

Concert Wealth Management first reported a position in GGT in Q2 2013 and held it in 16 quarters. The position peaked at $369K in Q4 2013. 32 funds tracked by Wall St. Rank hold GGT as of Q2 2017.

  • Concert Wealth Management reported no remaining Gabelli Multimedia Trust position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 28,266 Gabelli Multimedia Trust shares in Q2 2017, an estimated $203K.
  • Concert Wealth Management first reported a position in Gabelli Multimedia Trust in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Gabelli Multimedia Trust position peaked at $369K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.