SWM
GGN

Selective Wealth Management’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Selective Wealth Management’s Portfolio GGN Stock Details GGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-250
Closed -$1K – 333
2019
Q3 		$1K Buy
+250
New +$1.12K ﹤0.01% 317
2018
Q3 		$2K Buy
+500
New +$2.46K 0.02% 143

Other funds holding GGN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Selective Wealth Management's GGN Position: Q4 2019 in Review

Selective Wealth Management sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q4 2019, closing a stake of 250 shares — an estimated $1K sold.

Selective Wealth Management first reported a position in GGN in Q3 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 114 funds tracked by Wall St. Rank hold GGN as of Q4 2019.

  • Selective Wealth Management reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q4 2019 after selling out during the quarter.
  • Selective Wealth Management sold 250 GAMCO Global Gold, Natural Resources & Income Trust shares in Q4 2019, an estimated $1K.
  • Selective Wealth Management first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q3 2018 and held it in 2 quarters.
  • Selective Wealth Management's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $2K in Q3 2018.
  • 114 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q4 2019.

Based on Selective Wealth Management's 13F filing for Q4 2019, filed 10 Jan 2020.