PWAG
GCV

Polaris Wealth Advisory Group’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,552
Closed -$15K – 261
2018
Q3 		$15K Buy
+2,552
New +$16K ﹤0.01% 354

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Polaris Wealth Advisory Group's GCV Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q4 2018, closing a stake of 2,552 shares — an estimated $15K sold.

Polaris Wealth Advisory Group first reported a position in GCV in Q3 2018 and held it in 1 quarter. The position peaked at $15K in Q3 2018. 35 funds tracked by Wall St. Rank hold GCV as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Gabelli Convertible and Income Securities Fund position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,552 Gabelli Convertible and Income Securities Fund shares in Q4 2018, an estimated $15K.
  • Polaris Wealth Advisory Group first reported a position in Gabelli Convertible and Income Securities Fund in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Gabelli Convertible and Income Securities Fund position peaked at $15K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.