TWMP
GGZ

Taylor Wealth Management Partners’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

Taylor Wealth Management Partners’s Portfolio GGZ Stock Details GGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-47
Closed – – 194
2015
Q1 		$0 Buy
+47
New +$491 ﹤0.01% 173

Other funds holding GGZ

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Taylor Wealth Management Partners's GGZ Position: Q2 2015 in Review

Taylor Wealth Management Partners sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q2 2015, closing a stake of 47 shares.

Taylor Wealth Management Partners first reported a position in GGZ in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 42 funds tracked by Wall St. Rank hold GGZ as of Q2 2015.

  • Taylor Wealth Management Partners reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q2 2015 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 47 Gabelli Global Small and Mid-Cap Value Trust shares in Q2 2015.
  • Taylor Wealth Management Partners first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q1 2015 and held it in 1 quarter.
  • Taylor Wealth Management Partners's Gabelli Global Small and Mid-Cap Value Trust position peaked at $0 in Q1 2015.
  • 42 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q2 2015.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2015, filed 6 Nov 2015.