First Command Financial Services’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

First Command Financial Services’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
2022 Q3	–	Sell	-22	Closed	-$1K	–	424
2022 Q2	$1K	Sell	22 -22	-50%	-$275	﹤0.01%	414
2022 Q1	$1K	Hold	44	–	–	﹤0.01%	392
2021 Q4	$0	Hold	44	–	–	﹤0.01%	459
2021 Q3	$0	Sell	44 -21	-32%	-$334	﹤0.01%	455
2021 Q2	$1K	Sell	65 -22	-25%	-$341	﹤0.01%	422
2021 Q1	$1K	Hold	87	–	–	﹤0.01%	422
2020 Q4	$1K	Hold	87	–	–	﹤0.01%	353
2020 Q3	$1K	Hold	87	–	–	﹤0.01%	318
2020 Q2	$1K	Hold	87	–	–	﹤0.01%	304
2020 Q1	$1K	Hold	87	–	–	﹤0.01%	327
2019 Q4	$1K	Hold	87	–	–	﹤0.01%	351
2019 Q3	$1K	Hold	87	–	–	﹤0.01%	371
2019 Q2	$1K	Hold	87	–	–	﹤0.01%	398
2019 Q1	$1K	Hold	87	–	–	﹤0.01%	404
2018 Q4	$1K	Hold	87	–	–	﹤0.01%	409
2018 Q3	$1K	Hold	87	–	–	﹤0.01%	368
2018 Q2	$1K	Hold	87	–	–	﹤0.01%	388
2018 Q1	$1K	Buy	+87	New	+$1.09K	﹤0.01%	429

Other funds holding GGZ

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

RJA

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

First Command Financial Services's GGZ Position: Q3 2022 in Review

First Command Financial Services sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q3 2022, closing a stake of 22 shares — an estimated $1K sold.

First Command Financial Services first reported a position in GGZ in Q1 2018 and held it in 18 quarters. The position peaked at $1K in Q2 2022. 35 funds tracked by Wall St. Rank hold GGZ as of Q3 2022.

First Command Financial Services reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q3 2022 after selling out during the quarter.
First Command Financial Services sold 22 Gabelli Global Small and Mid-Cap Value Trust shares in Q3 2022, an estimated $1K.
First Command Financial Services first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2018 and held it in 18 quarters.
First Command Financial Services's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1K in Q2 2022.
35 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q3 2022.

Based on First Command Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.