VFA
GGN

Valeo Financial Advisors’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

Valeo Financial Advisors’s Portfolio GGN Stock Details GGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,400
Closed -$5K – 1791
2020
Q2 		$5K Buy
1,400
+60
+4% +$199 ﹤0.01% 1520
2020
Q1 		$4K Buy
1,340
+54
+4% +$207 ﹤0.01% 1347
2019
Q4 		$6K Buy
+1,286
New +$5.48K ﹤0.01% 1234

Other funds holding GGN

OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWA
Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Valeo Financial Advisors's GGN Position: Q3 2020 in Review

Valeo Financial Advisors sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q3 2020, closing a stake of 1,400 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in GGN in Q4 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 112 funds tracked by Wall St. Rank hold GGN as of Q3 2020.

  • Valeo Financial Advisors reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,400 GAMCO Global Gold, Natural Resources & Income Trust shares in Q3 2020, an estimated $5K.
  • Valeo Financial Advisors first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q4 2019 and held it in 3 quarters.
  • Valeo Financial Advisors's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $6K in Q4 2019.
  • 112 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.