LA
GRX

Legacy Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Legacy Advisors’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-475
Closed -$4K – 202
2017
Q1 		$4K Buy
+475
New +$4.72K 0.01% 177

Other funds holding GRX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Advisors's GRX Position: Q2 2017 in Review

Legacy Advisors sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2017, closing a stake of 475 shares — an estimated $4K sold.

Legacy Advisors first reported a position in GRX in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 45 funds tracked by Wall St. Rank hold GRX as of Q2 2017.

  • Legacy Advisors reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2017 after selling out during the quarter.
  • Legacy Advisors sold 475 Gabelli Healthcare & Wellness Trust shares in Q2 2017, an estimated $4K.
  • Legacy Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2017 and held it in 1 quarter.
  • Legacy Advisors's Gabelli Healthcare & Wellness Trust position peaked at $4K in Q1 2017.
  • 45 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2017.

Based on Legacy Advisors's 13F filing for Q2 2017, filed 1 Nov 2017.