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Platform Technology Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History

Platform Technology Partners’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
2021
Q3 		– Sell
-13,930
Closed -$366K – 251
2021
Q2 		$366K Buy
+13,930
New +$357K 0.15% 160
2020
Q4 		$299K Hold
13,930
– – 0.15% 150
2020
Q3 		$256K Hold
13,930
– – 0.16% 146
2020
Q2 		$245K Hold
13,930
– – 0.17% 146
2020
Q1 		$206K Buy
+13,930
New +$272K 0.19% 142

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Platform Technology Partners's GDV Position: Q3 2021 in Review

Platform Technology Partners sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2021, closing a stake of 13,930 shares — an estimated $366K sold.

Platform Technology Partners first reported a position in GDV in Q1 2020 and held it in 5 quarters. The position peaked at $366K in Q2 2021. 162 funds tracked by Wall St. Rank hold GDV as of Q3 2021.

  • Platform Technology Partners reported no remaining Gabelli Dividend & Income Trust position as of Q3 2021 after selling out during the quarter.
  • Platform Technology Partners sold 13,930 Gabelli Dividend & Income Trust shares in Q3 2021, an estimated $366K.
  • Platform Technology Partners first reported a position in Gabelli Dividend & Income Trust in Q1 2020 and held it in 5 quarters.
  • Platform Technology Partners's Gabelli Dividend & Income Trust position peaked at $366K in Q2 2021.
  • 162 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2021.

Based on Platform Technology Partners's 13F filing for Q3 2021, filed 4 Nov 2021.