Plante Moran Financial Advisors’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Plante Moran Financial Advisors’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
2017 Q4	–	Sell	-500	Closed	-$7K	–	894
2017 Q3	$7K	Hold	500	–	–	﹤0.01%	600
2017 Q2	$6K	Hold	500	–	–	﹤0.01%	636
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	676
2016 Q4	$5K	Hold	500	–	–	﹤0.01%	710
2016 Q3	$5K	Hold	500	–	–	﹤0.01%	691
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	630
2016 Q1	$5K	Hold	500	–	–	﹤0.01%	580
2015 Q4	$5K	Hold	500	–	–	﹤0.01%	721
2015 Q3	$5K	Hold	500	–	–	﹤0.01%	579
2015 Q2	$5K	Hold	500	–	–	﹤0.01%	621
2015 Q1	$5K	Hold	500	–	–	﹤0.01%	612
2014 Q4	$5K	Hold	500	–	–	﹤0.01%	661
2014 Q3	$5K	Buy	+500	New	+$5.25K	﹤0.01%	672

Other funds holding GGZ

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

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

RJA

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

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Plante Moran Financial Advisors's GGZ Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q4 2017, closing a stake of 500 shares — an estimated $7K sold.

Plante Moran Financial Advisors first reported a position in GGZ in Q3 2014 and held it in 13 quarters. The position peaked at $7K in Q3 2017. 53 funds tracked by Wall St. Rank hold GGZ as of Q4 2017.

Plante Moran Financial Advisors reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q4 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 500 Gabelli Global Small and Mid-Cap Value Trust shares in Q4 2017, an estimated $7K.
Plante Moran Financial Advisors first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2014 and held it in 13 quarters.
Plante Moran Financial Advisors's Gabelli Global Small and Mid-Cap Value Trust position peaked at $7K in Q3 2017.
53 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.