Steigerwald Gordon & Koch’s Gabelli Dividend & Income Trust GDV Stock Holding History

Steigerwald Gordon & Koch’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
2018 Q4	–	Sell	-12,300	Closed	-$294K	–	86
2018 Q3	$294K	Hold	12,300	–	–	0.07%	74
2018 Q2	$277K	Buy	+12,300	New	+$276K	0.07%	74

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Steigerwald Gordon & Koch's GDV Position: Q4 2018 in Review

Steigerwald Gordon & Koch sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2018, closing a stake of 12,300 shares — an estimated $294K sold.

Steigerwald Gordon & Koch first reported a position in GDV in Q2 2018 and held it in 2 quarters. The position peaked at $294K in Q3 2018. 122 funds tracked by Wall St. Rank hold GDV as of Q4 2018.

Steigerwald Gordon & Koch reported no remaining Gabelli Dividend & Income Trust position as of Q4 2018 after selling out during the quarter.
Steigerwald Gordon & Koch sold 12,300 Gabelli Dividend & Income Trust shares in Q4 2018, an estimated $294K.
Steigerwald Gordon & Koch first reported a position in Gabelli Dividend & Income Trust in Q2 2018 and held it in 2 quarters.
Steigerwald Gordon & Koch's Gabelli Dividend & Income Trust position peaked at $294K in Q3 2018.
122 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2018.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2018, filed 18 Jan 2019.