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Oliver Lagore Vanvalin Investment Group’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q4 		– Sell
-1,525
Closed -$8K – 708
2022
Q3 		$8K Hold
1,525
– – 0.01% 371
2022
Q2 		$8K Hold
1,525
– – ﹤0.01% 360
2022
Q1 		$9K Buy
+1,525
New +$9.41K 0.01% 344

Other funds holding GCV

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Equitable Holdings
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's GCV Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q4 2022, closing a stake of 1,525 shares — an estimated $8K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in GCV in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q1 2022. 34 funds tracked by Wall St. Rank hold GCV as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Gabelli Convertible and Income Securities Fund position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1,525 Gabelli Convertible and Income Securities Fund shares in Q4 2022, an estimated $8K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Gabelli Convertible and Income Securities Fund in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Gabelli Convertible and Income Securities Fund position peaked at $9K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.