JWA
GAM

JFS Wealth Advisors’s General American Investors Company GAM Stock Holding History

JFS Wealth Advisors’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
2018
Q1 		– Sell
-195
Closed -$7K – 541
2017
Q4 		$7K Buy
195
+16
+9% +$557 ﹤0.01% 398
2017
Q3 		$6K Hold
179
– – ﹤0.01% 386
2017
Q2 		$6K Buy
+179
New +$6.08K ﹤0.01% 366

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
SCM
Saba Capital Management New York $3.62B AUM 13% 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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

JFS Wealth Advisors's GAM Position: Q1 2018 in Review

JFS Wealth Advisors sold out of General American Investors Company (GAM) in Q1 2018, closing a stake of 195 shares — an estimated $7K sold.

JFS Wealth Advisors first reported a position in GAM in Q2 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 88 funds tracked by Wall St. Rank hold GAM as of Q1 2018.

  • JFS Wealth Advisors reported no remaining General American Investors Company position as of Q1 2018 after selling out during the quarter.
  • JFS Wealth Advisors sold 195 General American Investors Company shares in Q1 2018, an estimated $7K.
  • JFS Wealth Advisors first reported a position in General American Investors Company in Q2 2017 and held it in 3 quarters.
  • JFS Wealth Advisors's General American Investors Company position peaked at $7K in Q4 2017.
  • 88 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2018.

Based on JFS Wealth Advisors's 13F filing for Q1 2018, filed 26 Apr 2018.