GWMIA
GGZ

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

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-12
Closed – – 665
2019
Q3 		$0 Buy
+12
New +$134 ﹤0.01% 670

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

Global Wealth Management Investment Advisory sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2019, closing a stake of 12 shares.

Global Wealth Management Investment Advisory first reported a position in GGZ in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 41 funds tracked by Wall St. Rank hold GGZ as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 12 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2019.
  • Global Wealth Management Investment Advisory first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Gabelli Global Small and Mid-Cap Value Trust position peaked at $0 in Q3 2019.
  • 41 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2019.

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