Gradient Investments
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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

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Madison Avenue Partners
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Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Landscape Capital Management
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Uncommon Cents Investing
Uncommon Cents Investing Janesville, Wisconsin $457M AUM 20.18% 1-Year Est. Return
Almitas Capital
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 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.