IWMPD
GGN

Integrated Wealth Management (Palm Desert)’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio GGN Stock Details GGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-608
Closed -$3K – 1327
2015
Q3 		$3K Hold
608
– – ﹤0.01% 1028
2015
Q2 		$4K Hold
608
– – ﹤0.01% 1002
2015
Q1 		$4K Buy
+608
New +$4.45K ﹤0.01% 973

Other funds holding GGN

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $346M AUM 25.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s GGN Position: Q4 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q4 2015, closing a stake of 608 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in GGN in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q2 2015. 82 funds tracked by Wall St. Rank hold GGN as of Q4 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q4 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 608 GAMCO Global Gold, Natural Resources & Income Trust shares in Q4 2015, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q1 2015 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s GAMCO Global Gold, Natural Resources & Income Trust position peaked at $4K in Q2 2015.
  • 82 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q4 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2015, filed 25 Jan 2016.