EverSource Wealth Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

EverSource Wealth Advisors’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
2023 Q3	–	Sell	-47	Closed	-$993	–	2566
2023 Q2	$993	Hold	47	–	–	﹤0.01%	2231
2023 Q1	$977	Hold	47	–	–	﹤0.01%	2122
2022 Q4	$969	Hold	47	–	–	﹤0.01%	2096
2022 Q3	$1K	Buy	+47	New	+$1K	﹤0.01%	1817

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

RJA

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EverSource Wealth Advisors's GDV Position: Q3 2023 in Review

EverSource Wealth Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2023, closing a stake of 47 shares — an estimated $993 sold.

EverSource Wealth Advisors first reported a position in GDV in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 161 funds tracked by Wall St. Rank hold GDV as of Q3 2023.

EverSource Wealth Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q3 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 47 Gabelli Dividend & Income Trust shares in Q3 2023, an estimated $993.
EverSource Wealth Advisors first reported a position in Gabelli Dividend & Income Trust in Q3 2022 and held it in 4 quarters.
EverSource Wealth Advisors's Gabelli Dividend & Income Trust position peaked at $1K in Q3 2022.
161 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2023.

Based on EverSource Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.