DWM
GF

Doyle Wealth Management’s New Germany Fund GF Stock Holding History

Doyle Wealth Management’s Portfolio GF Stock Details GF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-5,687
Closed -$81K – 402
2019
Q2 		$81K Buy
+5,687
New +$80.7K 0.01% 288

Other funds holding GF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Doyle Wealth Management's GF Position: Q3 2019 in Review

Doyle Wealth Management sold out of New Germany Fund (GF) in Q3 2019, closing a stake of 5,687 shares — an estimated $81K sold.

Doyle Wealth Management first reported a position in GF in Q2 2019 and held it in 1 quarter. The position peaked at $81K in Q2 2019. 36 funds tracked by Wall St. Rank hold GF as of Q3 2019.

  • Doyle Wealth Management reported no remaining New Germany Fund position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 5,687 New Germany Fund shares in Q3 2019, an estimated $81K.
  • Doyle Wealth Management first reported a position in New Germany Fund in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's New Germany Fund position peaked at $81K in Q2 2019.
  • 36 funds tracked by Wall St. Rank held New Germany Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.