Plante Moran Financial Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-216	Closed	-$5.22K	–	856
2024 Q4	$5.22K	Buy	+216	New	+$5.33K	﹤0.01%	682
2018 Q4	–	Sell	-1,850	Closed	-$44K	–	918
2018 Q3	$44K	Hold	1,850	–	–	0.01%	326
2018 Q2	$42K	Hold	1,850	–	–	0.02%	364
2018 Q1	$41K	Hold	1,850	–	–	0.02%	384
2017 Q4	$43K	Hold	1,850	–	–	0.02%	375
2017 Q3	$41K	Hold	1,850	–	–	0.02%	348
2017 Q2	$40K	Buy	+1,850	New	+$39.7K	0.03%	359
2016 Q1	–	Sell	-5,000	Closed	-$92K	–	922
2015 Q4	$92K	Hold	5,000	–	–	0.07%	201
2015 Q3	$88K	Hold	5,000	–	–	0.07%	193
2015 Q2	$104K	Hold	5,000	–	–	0.07%	184
2015 Q1	$106K	Hold	5,000	–	–	0.07%	180
2014 Q4	$108K	Hold	5,000	–	–	0.08%	177
2014 Q3	$106K	Hold	5,000	–	–	0.09%	162
2014 Q2	$109K	Buy	+5,000	New	+$106K	0.1%	138

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Plante Moran Financial Advisors's GDV Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q1 2025, closing a stake of 216 shares — an estimated $5.22K sold.

Plante Moran Financial Advisors first reported a position in GDV in Q2 2014 and held it in 14 quarters. The position peaked at $109K in Q2 2014. 171 funds tracked by Wall St. Rank hold GDV as of Q1 2025.

Plante Moran Financial Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 216 Gabelli Dividend & Income Trust shares in Q1 2025, an estimated $5.22K.
Plante Moran Financial Advisors first reported a position in Gabelli Dividend & Income Trust in Q2 2014 and held it in 14 quarters.
Plante Moran Financial Advisors's Gabelli Dividend & Income Trust position peaked at $109K in Q2 2014.
171 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.