OIM
GGZ

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

Oder Investment 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
Q1 		– Sell
-60
Closed -$1K – 243
2020
Q4 		$1K Buy
+60
New +$679 ﹤0.01% 493

Other funds holding GGZ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Oder Investment Management's GGZ Position: Q1 2021 in Review

Oder Investment Management sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q1 2021, closing a stake of 60 shares — an estimated $1K sold.

Oder Investment Management first reported a position in GGZ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 38 funds tracked by Wall St. Rank hold GGZ as of Q1 2021.

  • Oder Investment Management reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 60 Gabelli Global Small and Mid-Cap Value Trust shares in Q1 2021, an estimated $1K.
  • Oder Investment Management first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Gabelli Global Small and Mid-Cap Value Trust position peaked at $1K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.