TCI Wealth Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

TCI Wealth Advisors’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 Q4	–	Sell	-144	Closed	-$3K	–	1585
2019 Q3	$3K	Buy	+144	New	+$3.08K	﹤0.01%	952

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

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RJA

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

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

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

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

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

RJFSA

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

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

TCI Wealth Advisors's GDV Position: Q4 2019 in Review

TCI Wealth Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2019, closing a stake of 144 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in GDV in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 144 funds tracked by Wall St. Rank hold GDV as of Q4 2019.

TCI Wealth Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q4 2019 after selling out during the quarter.
TCI Wealth Advisors sold 144 Gabelli Dividend & Income Trust shares in Q4 2019, an estimated $3K.
TCI Wealth Advisors first reported a position in Gabelli Dividend & Income Trust in Q3 2019 and held it in 1 quarter.
TCI Wealth Advisors's Gabelli Dividend & Income Trust position peaked at $3K in Q3 2019.
144 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2019.

Based on TCI Wealth Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.