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

Northwestern Mutual 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
2021 Q4	–	Sell	-250	Closed	-$4K	–	3214
2021 Q3	$4K	Buy	250 +200	+400%	+$3.18K	﹤0.01%	2718
2021 Q2	$1K	Buy	+50	New	+$776	﹤0.01%	2887
2019 Q3	–	Sell	-30	Closed	–	–	2545
2019 Q2	$0	Buy	+30	New	+$349	﹤0.01%	2573
2018 Q3	–	Sell	-210	Closed	-$3K	–	2520
2018 Q2	$3K	Buy	+210	New	+$2.54K	﹤0.01%	2095
2014 Q4	–	Sell	-15	Closed	–	–	1750
2014 Q3	$0	Buy	+15	New	+$157	﹤0.01%	1382

Other funds holding GGZ

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Northwestern Mutual Wealth Management's GGZ Position: Q4 2021 in Review

Northwestern Mutual Wealth Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2021, closing a stake of 250 shares — an estimated $4K sold.

Northwestern Mutual Wealth Management first reported a position in GGZ in Q3 2014 and held it in 5 quarters. The position peaked at $4K in Q3 2021. 38 funds tracked by Wall St. Rank hold GGZ as of Q4 2021.

Northwestern Mutual Wealth Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 250 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2021, an estimated $4K.
Northwestern Mutual Wealth Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2014 and held it in 5 quarters.
Northwestern Mutual Wealth Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $4K in Q3 2021.
38 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.