LFG
GGT

LifePlan Financial Group’s Gabelli Multimedia Trust GGT Stock Holding History

LifePlan Financial Group’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-556
Closed -$7K – 269
2013
Q4 		$7K Buy
+556
New +$5.67K ﹤0.01% 177

Other funds holding GGT

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
KFA
Kelleher Financial Advisors New York $395M AUM 12.89% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifePlan Financial Group's GGT Position: Q1 2014 in Review

LifePlan Financial Group sold out of Gabelli Multimedia Trust (GGT) in Q1 2014, closing a stake of 556 shares — an estimated $7K sold.

LifePlan Financial Group first reported a position in GGT in Q4 2013 and held it in 1 quarter. The position peaked at $7K in Q4 2013. 29 funds tracked by Wall St. Rank hold GGT as of Q1 2014.

  • LifePlan Financial Group reported no remaining Gabelli Multimedia Trust position as of Q1 2014 after selling out during the quarter.
  • LifePlan Financial Group sold 556 Gabelli Multimedia Trust shares in Q1 2014, an estimated $7K.
  • LifePlan Financial Group first reported a position in Gabelli Multimedia Trust in Q4 2013 and held it in 1 quarter.
  • LifePlan Financial Group's Gabelli Multimedia Trust position peaked at $7K in Q4 2013.
  • 29 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q1 2014.

Based on LifePlan Financial Group's 13F filing for Q1 2014, filed 3 Apr 2014.