LFR
GGZ

Lehman Financial Resources’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Lehman Financial Resources’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-75
Closed – – 164
2015
Q3 		$0 Buy
75
+45
+150% +$465 ﹤0.01% 463
2015
Q2 		$0 Hold
30
– – ﹤0.01% 434
2015
Q1 		$0 Hold
30
– – ﹤0.01% 426
2014
Q4 		$0 Hold
30
– – ﹤0.01% 413
2014
Q3 		$0 Hold
30
– – ﹤0.01% 424
2014
Q2 		$0 Buy
+30
New +$328 ﹤0.01% 400

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lehman Financial Resources's GGZ Position: Q4 2015 in Review

Lehman Financial Resources sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2015, closing a stake of 75 shares.

Lehman Financial Resources first reported a position in GGZ in Q2 2014 and held it in 6 quarters. The position peaked at $0 in Q3 2015. 45 funds tracked by Wall St. Rank hold GGZ as of Q4 2015.

  • Lehman Financial Resources reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 75 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2015.
  • Lehman Financial Resources first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q2 2014 and held it in 6 quarters.
  • Lehman Financial Resources's Gabelli Global Small and Mid-Cap Value Trust position peaked at $0 in Q3 2015.
  • 45 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.