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Global Wealth Management Investment Advisory’s Gabelli Dividend & Income Trust GDV Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-323
Closed -$7K – 663
2019
Q3 		$7K Buy
+323
New +$6.9K ﹤0.01% 367

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's GDV Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2019, closing a stake of 323 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in GDV in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 144 funds tracked by Wall St. Rank hold GDV as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Gabelli Dividend & Income Trust position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 323 Gabelli Dividend & Income Trust shares in Q4 2019, an estimated $7K.
  • Global Wealth Management Investment Advisory first reported a position in Gabelli Dividend & Income Trust in Q3 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Gabelli Dividend & Income Trust position peaked at $7K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.