TD Waterhouse Canada’s Gabelli Global Small and Mid-Cap Value Trust GGZ Stock Holding History

TD Waterhouse Canada’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
2023 Q3	–	Sell	-340	Closed	-$3.77K	–	1751
2023 Q2	$3.77K	Hold	340	–	–	﹤0.01%	1441
2023 Q1	$3.96K	Hold	340	–	–	﹤0.01%	1423
2022 Q4	$3.86K	Hold	340	–	–	﹤0.01%	1396
2022 Q3	$3.35K	Buy	+340	New	+$3.86K	﹤0.01%	1428

Other funds holding GGZ

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Waterhouse Canada's GGZ Position: Q3 2023 in Review

TD Waterhouse Canada sold out of Gabelli Global Small and Mid-Cap Value Trust (GGZ) in Q3 2023, closing a stake of 340 shares — an estimated $3.77K sold.

TD Waterhouse Canada first reported a position in GGZ in Q3 2022 and held it in 4 quarters. The position peaked at $3.96K in Q1 2023. 37 funds tracked by Wall St. Rank hold GGZ as of Q3 2023.

TD Waterhouse Canada reported no remaining Gabelli Global Small and Mid-Cap Value Trust position as of Q3 2023 after selling out during the quarter.
TD Waterhouse Canada sold 340 Gabelli Global Small and Mid-Cap Value Trust shares in Q3 2023, an estimated $3.77K.
TD Waterhouse Canada first reported a position in Gabelli Global Small and Mid-Cap Value Trust in Q3 2022 and held it in 4 quarters.
TD Waterhouse Canada's Gabelli Global Small and Mid-Cap Value Trust position peaked at $3.96K in Q1 2023.
37 funds tracked by Wall St. Rank held Gabelli Global Small and Mid-Cap Value Trust as of Q3 2023.

Based on TD Waterhouse Canada's 13F filing for Q3 2023, filed 13 Nov 2023.