Wealthcare Advisory Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-1,047	Closed	-$25K	–	1053
2021 Q1	$25K	Buy	+1,047	New	+$23.9K	﹤0.01%	1121
2020 Q2	–	Sell	-1,737	Closed	-$26K	–	735
2020 Q1	$26K	Buy	1,737 +708	+69%	+$13.8K	﹤0.01%	659
2019 Q4	$23K	Buy	1,029 +14	+1%	+$294	﹤0.01%	729
2019 Q3	$22K	Hold	1,015	–	–	﹤0.01%	720
2019 Q2	$22K	Hold	1,015	–	–	﹤0.01%	697
2019 Q1	$22K	Hold	1,015	–	–	﹤0.01%	634
2018 Q4	$19K	Hold	1,015	–	–	﹤0.01%	636
2018 Q3	$24K	Hold	1,015	–	–	﹤0.01%	626
2018 Q2	$23K	Hold	1,015	–	–	﹤0.01%	636
2018 Q1	$22K	Buy	1,015 +865	+577%	+$20.1K	0.01%	561
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	822
2017 Q3	$3K	Buy	+150	New	+$3.29K	﹤0.01%	729

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

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

RJFSA

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

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

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wealthcare Advisory Partners's GDV Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Gabelli Dividend & Income Trust (GDV) in Q2 2021, closing a stake of 1,047 shares — an estimated $25K sold.

Wealthcare Advisory Partners first reported a position in GDV in Q3 2017 and held it in 12 quarters. The position peaked at $26K in Q1 2020. 163 funds tracked by Wall St. Rank hold GDV as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Gabelli Dividend & Income Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,047 Gabelli Dividend & Income Trust shares in Q2 2021, an estimated $25K.
Wealthcare Advisory Partners first reported a position in Gabelli Dividend & Income Trust in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Gabelli Dividend & Income Trust position peaked at $26K in Q1 2020.
163 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.