SevenBridge Financial Group’s Gabelli Dividend & Income Trust GDV Stock Holding History

SevenBridge Financial Group’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-769	Closed	-$17K	–	302
2019 Q2	$17K	Hold	769	–	–	0.01%	399
2019 Q1	$16K	Hold	769	–	–	0.01%	363
2018 Q4	$14K	Sell	769 -342	-31%	-$7.08K	0.01%	334
2018 Q3	$27K	Hold	1,111	–	–	0.01%	307
2018 Q2	$25K	Buy	1,111 +342	+44%	+$7.67K	0.01%	314
2018 Q1	$17K	Hold	769	–	–	0.01%	371
2017 Q4	$18K	Buy	+769	New	+$17.4K	0.01%	385
2017 Q3	–	Sell	-769	Closed	-$17K	–	630
2017 Q2	$17K	Hold	769	–	–	0.01%	397
2017 Q1	$16K	Hold	769	–	–	0.01%	393
2016 Q4	$14K	Buy	+769	New	+$14.9K	0.01%	402
2016 Q3	–	Sell	-769	Closed	-$15K	–	643
2016 Q2	$15K	Buy	+769	New	+$14.4K	0.01%	454

Other funds holding GDV

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return