PWAG
GRX

Polaris Wealth Advisory Group’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Polaris Wealth Advisory Group’s Portfolio GRX Stock Details GRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-85
Closed -$1K – 269
2018
Q3 		$1K Buy
+85
New +$904 ﹤0.01% 496

Other funds holding GRX

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Polaris Wealth Advisory Group sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q4 2018, closing a stake of 85 shares — an estimated $1K sold.

Polaris Wealth Advisory Group first reported a position in GRX in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 59 funds tracked by Wall St. Rank hold GRX as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Gabelli Healthcare & Wellness Trust position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 85 Gabelli Healthcare & Wellness Trust shares in Q4 2018, an estimated $1K.
  • Polaris Wealth Advisory Group first reported a position in Gabelli Healthcare & Wellness Trust in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Gabelli Healthcare & Wellness Trust position peaked at $1K in Q3 2018.
  • 59 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q4 2018.

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