Selective Wealth Management’s Gabelli Healthcare & Wellness Trust GRX Stock Holding History

Selective Wealth Management’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 Q3	$4K	Buy	+328	New	+$3.49K	0.05%	125

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Selective Wealth Management's GRX Position: Q3 2018 in Review

Selective Wealth Management opened a new position in Gabelli Healthcare & Wellness Trust (GRX) in Q3 2018: 328 shares worth $4K. The stake represents 0.05% of the portfolio and ranks #125 among its holdings.

66 funds tracked by Wall St. Rank hold GRX as of Q3 2018.

Selective Wealth Management held 328 shares of Gabelli Healthcare & Wellness Trust worth $4K as of Q3 2018.
Gabelli Healthcare & Wellness Trust was a new Selective Wealth Management position in Q3 2018.
Gabelli Healthcare & Wellness Trust made up 0.05% of Selective Wealth Management's portfolio in Q3 2018, its #125 holding.
66 funds tracked by Wall St. Rank held Gabelli Healthcare & Wellness Trust as of Q3 2018.

Based on Selective Wealth Management's 13F filing for Q3 2018, filed 12 Oct 2018.