MWM
GGZ

Mascoma Wealth Management’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Mascoma Wealth Management’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
2017
Q1 		– Sell
-140
Closed -$1K – 368
2016
Q4 		$1K Buy
+140
New +$1.46K ﹤0.01% 360

Other funds holding GGZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $762M AUM 59.13% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

Mascoma Wealth Management's GGZ Position: Q1 2017 in Review

Mascoma Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2017, closing a stake of 140 shares — an estimated $1K sold.

Mascoma Wealth Management first reported a position in GGZ in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 42 funds tracked by Wall St. Rank hold GGZ as of Q1 2017.

  • Mascoma Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2017 after selling out during the quarter.
  • Mascoma Wealth Management sold 140 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2017, an estimated $1K.
  • Mascoma Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2016 and held it in 1 quarter.
  • Mascoma Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1K in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2017.

Based on Mascoma Wealth Management's 13F filing for Q1 2017, filed 18 Apr 2017.