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

Evercore 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
2018 Q1	–	Sell	-1,766	Closed	-$41K	–	513
2017 Q4	$41K	Hold	1,766	–	–	﹤0.01%	611
2017 Q3	$40K	Sell	1,766 -234	-12%	-$5.13K	﹤0.01%	604
2017 Q2	$44K	Buy	2,000 +1,000	+100%	+$21.5K	﹤0.01%	596
2017 Q1	$21K	Hold	1,000	–	–	﹤0.01%	746
2016 Q4	$20K	Hold	1,000	–	–	﹤0.01%	752
2016 Q3	$19K	Hold	1,000	–	–	﹤0.01%	778
2016 Q2	$19K	Hold	1,000	–	–	﹤0.01%	763
2016 Q1	$18K	Hold	1,000	–	–	﹤0.01%	741
2015 Q4	$18K	Buy	+1,000	New	+$18.8K	﹤0.01%	780

Other funds holding GDV

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return