EWM
GGZ

Elite Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Elite Wealth Management’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
2014
Q4 		– Sell
-84
Closed -$1K – 199
2014
Q3 		$1K Hold
84
– – ﹤0.01% 570
2014
Q2 		$1K Buy
+84
New +$919 ﹤0.01% 419

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elite Wealth Management's GGZ Position: Q4 2014 in Review

Elite Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2014, closing a stake of 84 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in GGZ in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 48 funds tracked by Wall St. Rank hold GGZ as of Q4 2014.

  • Elite Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 84 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2014, an estimated $1K.
  • Elite Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2014 and held it in 2 quarters.
  • Elite Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1K in Q3 2014.
  • 48 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.