IFWM
GAM

Institute for Wealth Management’s General American Investors Company GAM Stock Holding History

Institute for Wealth Management’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-34,282
Closed -$882K – 455
2018
Q4 		$882K Buy
+34,282
New +$1.12M 0.36% 83
2018
Q2 		– Sell
-37,382
Closed -$995K – 225
2018
Q1 		$995K Buy
+37,382
New +$1.3M 0.29% 126

Other funds holding GAM

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Institute for Wealth Management's GAM Position: Q1 2019 in Review

Institute for Wealth Management sold out of General American Investors Company (GAM) in Q1 2019, closing a stake of 34,282 shares — an estimated $882K sold.

Institute for Wealth Management first reported a position in GAM in Q1 2018 and held it in 2 quarters. The position peaked at $995K in Q1 2018. 83 funds tracked by Wall St. Rank hold GAM as of Q1 2019.

  • Institute for Wealth Management reported no remaining General American Investors Company position as of Q1 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 34,282 General American Investors Company shares in Q1 2019, an estimated $882K.
  • Institute for Wealth Management first reported a position in General American Investors Company in Q1 2018 and held it in 2 quarters.
  • Institute for Wealth Management's General American Investors Company position peaked at $995K in Q1 2018.
  • 83 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.