GSWM
GAM

Golden State Wealth Management’s General American Investors Company GAM Stock Holding History

Golden State Wealth Management’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,350
Closed -$112K – 1098
2019
Q1 		$112K Buy
+3,350
New +$106K 0.04% 309

Other funds holding GAM

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1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
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
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Wealth Management's GAM Position: Q2 2019 in Review

Golden State Wealth Management sold out of General American Investors Company (GAM) in Q2 2019, closing a stake of 3,350 shares — an estimated $112K sold.

Golden State Wealth Management first reported a position in GAM in Q1 2019 and held it in 1 quarter. The position peaked at $112K in Q1 2019. 78 funds tracked by Wall St. Rank hold GAM as of Q2 2019.

  • Golden State Wealth Management reported no remaining General American Investors Company position as of Q2 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 3,350 General American Investors Company shares in Q2 2019, an estimated $112K.
  • Golden State Wealth Management first reported a position in General American Investors Company in Q1 2019 and held it in 1 quarter.
  • Golden State Wealth Management's General American Investors Company position peaked at $112K in Q1 2019.
  • 78 funds tracked by Wall St. Rank held General American Investors Company as of Q2 2019.

Based on Golden State Wealth Management's 13F filing for Q2 2019, filed 9 Aug 2019.