GI
CEE

Gradient Investments’s Central and Eastern Europe Fund CEE Stock Holding History

Gradient Investments’s Portfolio CEE Stock Details CEE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-700
Closed -$6.02K – 1846
2023
Q3 		$6.02K Buy
+700
New +$6.32K ﹤0.01% 910

Other funds holding CEE

WCM
Whitefort Capital Management New York $339M AUM 52.48% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Gradient Investments's CEE Position: Q4 2023 in Review

Gradient Investments sold out of Central and Eastern Europe Fund (CEE) in Q4 2023, closing a stake of 700 shares — an estimated $6.02K sold.

Gradient Investments first reported a position in CEE in Q3 2023 and held it in 1 quarter. The position peaked at $6.02K in Q3 2023. 24 funds tracked by Wall St. Rank hold CEE as of Q4 2023.

  • Gradient Investments reported no remaining Central and Eastern Europe Fund position as of Q4 2023 after selling out during the quarter.
  • Gradient Investments sold 700 Central and Eastern Europe Fund shares in Q4 2023, an estimated $6.02K.
  • Gradient Investments first reported a position in Central and Eastern Europe Fund in Q3 2023 and held it in 1 quarter.
  • Gradient Investments's Central and Eastern Europe Fund position peaked at $6.02K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held Central and Eastern Europe Fund as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.