EWM
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Elite Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-840
Closed -$18K – 283
2014
Q3 		$18K Hold
840
– – 0.02% 208
2014
Q2 		$18K Sell
840
-45
-5% -$954 0.02% 185
2014
Q1 		$18K Hold
885
– – 0.01% 203
2013
Q4 		$19K Hold
885
– – 0.01% 282
2013
Q3 		$17K Hold
885
– – 0.02% 260
2013
Q2 		$16K Buy
+885
New +$16.3K 0.02% 195

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return