GI
GCV

Gradient Investments’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Gradient Investments’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-121
Closed -$1K – 837
2017
Q1 		$1K Hold
121
– – ﹤0.01% 715
2016
Q4 		$1K Hold
121
– – ﹤0.01% 670
2016
Q3 		$1K Hold
121
– – ﹤0.01% 648
2016
Q2 		$1K Hold
121
– – ﹤0.01% 651
2016
Q1 		$1K Buy
+121
New +$524 ﹤0.01% 661

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's GCV Position: Q2 2017 in Review

Gradient Investments sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q2 2017, closing a stake of 121 shares — an estimated $1K sold.

Gradient Investments first reported a position in GCV in Q1 2016 and held it in 5 quarters. The position peaked at $1K in Q1 2017. 18 funds tracked by Wall St. Rank hold GCV as of Q2 2017.

  • Gradient Investments reported no remaining Gabelli Convertible and Income Securities Fund position as of Q2 2017 after selling out during the quarter.
  • Gradient Investments sold 121 Gabelli Convertible and Income Securities Fund shares in Q2 2017, an estimated $1K.
  • Gradient Investments first reported a position in Gabelli Convertible and Income Securities Fund in Q1 2016 and held it in 5 quarters.
  • Gradient Investments's Gabelli Convertible and Income Securities Fund position peaked at $1K in Q1 2017.
  • 18 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.