EWM
GGZ

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

Evercore 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
2017
Q3 		– Sell
-100
Closed -$1K – 926
2017
Q2 		$1K Buy
+100
New +$1.19K ﹤0.01% 954

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Evercore Wealth Management's GGZ Position: Q3 2017 in Review

Evercore Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q3 2017, closing a stake of 100 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in GGZ in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 41 funds tracked by Wall St. Rank hold GGZ as of Q3 2017.

  • Evercore Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q3 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 100 Gabelli Global Small and Mid-Cap Value Trust shares in Q3 2017, an estimated $1K.
  • Evercore Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2017 and held it in 1 quarter.
  • Evercore Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1K in Q2 2017.
  • 41 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q3 2017.

Based on Evercore Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.