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OTA Financial Group’s Gabelli Dividend & Income Trust GDV Stock Holding History

OTA Financial Group’s Portfolio GDV Stock Details GDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-29,851
Closed -$598K – 72
2016
Q4 		$598K Buy
+29,851
New +$578K 0.31% 34
2015
Q2 		$506K Buy
+23,382
New +$500K 0.36% 52
2015
Q1 		– Sell
-23,382
Closed -$506K – 74
2014
Q4 		$506K Sell
23,382
-350
-1% -$7.4K 0.36% 52
2014
Q3 		$519K Buy
+23,732
New +$516K 0.69% 38

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Bank of America
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Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return