RWA
GRX

Ropes Wealth Advisors’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Ropes Wealth Advisors’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
Q2 		– Sell
-47
Closed – – 576
2018
Q1 		$0 Buy
+47
New +$477 ﹤0.01% 660

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ropes Wealth Advisors's GRX Position: Q2 2018 in Review

Ropes Wealth Advisors sold out of Gabelli Healthcare & Wellness Trust (GRX) in Q2 2018, closing a stake of 47 shares.

Ropes Wealth Advisors first reported a position in GRX in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 67 funds tracked by Wall St. Rank hold GRX as of Q2 2018.

  • Ropes Wealth Advisors reported no remaining Gabelli Healthcare & Wellness Trust position as of Q2 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 47 Gabelli Healthcare & Wellness Trust shares in Q2 2018.
  • Ropes Wealth Advisors first reported a position in Gabelli Healthcare & Wellness Trust in Q1 2018 and held it in 1 quarter.
  • Ropes Wealth Advisors's Gabelli Healthcare & Wellness Trust position peaked at $0 in Q1 2018.
  • 67 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q2 2018.

Based on Ropes Wealth Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.