GI
GRX

Gradient Investments’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Gradient Investments’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-19
Closed – – 661
2015
Q1 		$0 Buy
+19
New +$205 ﹤0.01% 672

Other funds holding GRX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Gradient Investments's GRX Position: Q2 2015 in Review

Gradient Investments sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2015, closing a stake of 19 shares.

Gradient Investments first reported a position in GRX in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 38 funds tracked by Wall St. Rank hold GRX as of Q2 2015.

  • Gradient Investments reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2015 after selling out during the quarter.
  • Gradient Investments sold 19 Gabelli Healthcare & Wellness Trust shares in Q2 2015.
  • Gradient Investments first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2015 and held it in 1 quarter.
  • Gradient Investments's Gabelli Healthcare & Wellness Trust position peaked at $0 in Q1 2015.
  • 38 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2015.

Based on Gradient Investments's 13F filing for Q2 2015, filed 25 Aug 2015.