Polaris Wealth Advisory Group’s Gabelli Conv and Income Sec Fund GCV.RT Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GCV.RT Stock Details GCV.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-2,553	Closed	–	–	517
2018 Q3	$0	Buy	+2,553	New	+$250	﹤0.01%	554

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

Polaris Wealth Advisory Group sold out of Gabelli Conv and Income Sec Fund (GCV.RT) in Q4 2018, closing a stake of 2,553 shares.

Polaris Wealth Advisory Group first reported a position in GCV.RT in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 0 funds tracked by Wall St. Rank hold GCV.RT as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Gabelli Conv and Income Sec Fund position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 2,553 Gabelli Conv and Income Sec Fund shares in Q4 2018.
Polaris Wealth Advisory Group first reported a position in Gabelli Conv and Income Sec Fund in Q3 2018 and held it in 1 quarter.
Polaris Wealth Advisory Group's Gabelli Conv and Income Sec Fund position peaked at $0 in Q3 2018.
0 funds tracked by Wall St. Rank held Gabelli Conv and Income Sec Fund as of Q4 2018.

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