NFG
GCV

Next Financial Group’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Next Financial Group’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,790
Closed -$8K – 2024
2016
Q4 		$8K Hold
1,790
– – ﹤0.01% 1732
2016
Q3 		$9K Hold
1,790
– – ﹤0.01% 1689
2016
Q2 		$8K Hold
1,790
– – ﹤0.01% 1275
2016
Q1 		$8K Hold
1,790
– – ﹤0.01% 1237
2015
Q4 		$8K Hold
1,790
– – ﹤0.01% 1251
2015
Q3 		$8K Hold
1,790
– – ﹤0.01% 1281
2015
Q2 		$10K Hold
1,790
– – ﹤0.01% 1256
2015
Q1 		$11K Hold
1,790
– – ﹤0.01% 1203
2014
Q4 		$11K Hold
1,790
– – ﹤0.01% 1206
2014
Q3 		$11K Buy
+1,790
New +$11.1K ﹤0.01% 1708

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 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 $501B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return