Squar Milner Financial Services
GGT icon

Squar Milner Financial Services’s Gabelli Multimedia Trust GGT Stock Holding History

Squar Milner Financial Services’s Portfolio GGT Stock Details GGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,901
Closed -$111K – 792
2018
Q2 		$111K Hold
11,901
– – 0.1% 235
2018
Q1 		$109K Hold
11,901
– – 0.14% 158
2017
Q4 		$116K Buy
+11,901
New +$106K 0.14% 159

Other funds holding GGT

GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gabelli & Co Investment Advisers
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Point View Wealth Management
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

Squar Milner Financial Services's GGT Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Gabelli Multimedia Trust (GGT) in Q3 2018, closing a stake of 11,901 shares — an estimated $111K sold.

Squar Milner Financial Services first reported a position in GGT in Q4 2017 and held it in 3 quarters. The position peaked at $116K in Q4 2017. 46 funds tracked by Wall St. Rank hold GGT as of Q3 2018.

  • Squar Milner Financial Services reported no remaining Gabelli Multimedia Trust position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 11,901 Gabelli Multimedia Trust shares in Q3 2018, an estimated $111K.
  • Squar Milner Financial Services first reported a position in Gabelli Multimedia Trust in Q4 2017 and held it in 3 quarters.
  • Squar Milner Financial Services's Gabelli Multimedia Trust position peaked at $116K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.