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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Lazard Asset Management

Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $287M AUM 1.83% 1-Year Est. Return