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

Kiley Juergens 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
2018 Q4	–	Sell	-1,000	Closed	-$23K	–	261
2018 Q3	$23K	Hold	1,000	–	–	0.02%	339
2018 Q2	$22K	Buy	+1,000	New	+$22.4K	0.02%	310
2018 Q1	–	Sell	-1,000	Closed	-$23K	–	279
2017 Q4	$23K	Buy	+1,000	New	+$22.6K	0.02%	323

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Kiley Juergens Wealth Management's GDV Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2018, closing a stake of 1,000 shares — an estimated $23K sold.

Kiley Juergens Wealth Management first reported a position in GDV in Q4 2017 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 122 funds tracked by Wall St. Rank hold GDV as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Gabelli Dividend & Income Trust position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,000 Gabelli Dividend & Income Trust shares in Q4 2018, an estimated $23K.
Kiley Juergens Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Gabelli Dividend & Income Trust position peaked at $23K in Q3 2018.
122 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.