IFG
GCV

Independent Financial Group’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Independent Financial Group’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
2021
Q2 		– Sell
-21,165
Closed -$129K – 713
2021
Q1 		$129K Sell
21,165
-1,850
-8% -$11.7K 0.02% 619
2020
Q4 		$144K Buy
+23,015
New +$132K 0.02% 535

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Financial Group's GCV Position: Q2 2021 in Review

Independent Financial Group sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q2 2021, closing a stake of 21,165 shares — an estimated $129K sold.

Independent Financial Group first reported a position in GCV in Q4 2020 and held it in 2 quarters. The position peaked at $144K in Q4 2020. 28 funds tracked by Wall St. Rank hold GCV as of Q2 2021.

  • Independent Financial Group reported no remaining Gabelli Convertible and Income Securities Fund position as of Q2 2021 after selling out during the quarter.
  • Independent Financial Group sold 21,165 Gabelli Convertible and Income Securities Fund shares in Q2 2021, an estimated $129K.
  • Independent Financial Group first reported a position in Gabelli Convertible and Income Securities Fund in Q4 2020 and held it in 2 quarters.
  • Independent Financial Group's Gabelli Convertible and Income Securities Fund position peaked at $144K in Q4 2020.
  • 28 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2021.

Based on Independent Financial Group's 13F filing for Q2 2021, filed 15 Jun 2026.