WCM
GCV

Wealthcare Capital Management’s Gabelli Convertible and Income Securities Fund GCV Stock Holding History

Wealthcare Capital Management’s Portfolio GCV Stock Details GCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1
Closed – – 303
2021
Q1 		$0 Buy
+1
New +$6 ﹤0.01% 754

Other funds holding GCV

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthcare Capital Management's GCV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Gabelli Convertible and Income Securities Fund (GCV) in Q2 2021, closing a stake of 1 share.

Wealthcare Capital Management first reported a position in GCV in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 28 funds tracked by Wall St. Rank hold GCV as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Gabelli Convertible and Income Securities Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 1 Gabelli Convertible and Income Securities Fund share in Q2 2021.
  • Wealthcare Capital Management first reported a position in Gabelli Convertible and Income Securities Fund in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Gabelli Convertible and Income Securities Fund position peaked at $0 in Q1 2021.
  • 28 funds tracked by Wall St. Rank held Gabelli Convertible and Income Securities Fund as of Q2 2021.

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