SPIA
GDL

Steward Partners Investment Advisory’s GDL Fund GDL Stock Holding History

Steward Partners Investment Advisory’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$1.55K – 3511
2023
Q3 		$1.55K Buy
+200
New +$1.58K ﹤0.01% 3127

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's GDL Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of GDL Fund (GDL) in Q4 2023, closing a stake of 200 shares — an estimated $1.55K sold.

Steward Partners Investment Advisory first reported a position in GDL in Q3 2023 and held it in 1 quarter. The position peaked at $1.55K in Q3 2023. 27 funds tracked by Wall St. Rank hold GDL as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining GDL Fund position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 GDL Fund shares in Q4 2023, an estimated $1.55K.
  • Steward Partners Investment Advisory first reported a position in GDL Fund in Q3 2023 and held it in 1 quarter.
  • Steward Partners Investment Advisory's GDL Fund position peaked at $1.55K in Q3 2023.
  • 27 funds tracked by Wall St. Rank held GDL Fund as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.