Gupta Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Gupta Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-172	Closed	-$4K	–	1284
2015 Q2	$4K	Hold	172	–	–	﹤0.01%	1041
2015 Q1	$4K	Buy	+172	New	+$3.65K	﹤0.01%	916

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

PWP

Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return

Gupta Wealth Management's GDV Position: Q3 2015 in Review

Gupta Wealth Management sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2015, closing a stake of 172 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in GDV in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q2 2015. 91 funds tracked by Wall St. Rank hold GDV as of Q3 2015.

Gupta Wealth Management reported no remaining Gabelli Dividend & Income Trust position as of Q3 2015 after selling out during the quarter.
Gupta Wealth Management sold 172 Gabelli Dividend & Income Trust shares in Q3 2015, an estimated $4K.
Gupta Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q1 2015 and held it in 2 quarters.
Gupta Wealth Management's Gabelli Dividend & Income Trust position peaked at $4K in Q2 2015.
91 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.