WP
GGN

WealthPLAN Partners’s GAMCO Global Gold, Natural Resources & Income Trust GGN Stock Holding History

WealthPLAN Partners’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
2017
Q4 		– Sell
-11,370
Closed -$64K – 228
2017
Q3 		$64K Sell
11,370
-307
-3% -$1.71K 0.02% 193
2017
Q2 		$64K Buy
+11,677
New +$66.2K 0.02% 174
2016
Q3 		$42.9K Sell
7,131
-933
-12% -$6.11K 0.01% 362
2016
Q2 		$26.2K Buy
+8,064
New +$51.1K ﹤0.01% 1247

Other funds holding GGN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.23B AUM 23.59% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthPLAN Partners's GGN Position: Q4 2017 in Review

WealthPLAN Partners sold out of GAMCO Global Gold, Natural Resources & Income Trust (GGN) in Q4 2017, closing a stake of 11,370 shares — an estimated $64K sold.

WealthPLAN Partners first reported a position in GGN in Q2 2016 and held it in 4 quarters. The position peaked at $64K in Q3 2017. 102 funds tracked by Wall St. Rank hold GGN as of Q4 2017.

  • WealthPLAN Partners reported no remaining GAMCO Global Gold, Natural Resources & Income Trust position as of Q4 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 11,370 GAMCO Global Gold, Natural Resources & Income Trust shares in Q4 2017, an estimated $64K.
  • WealthPLAN Partners first reported a position in GAMCO Global Gold, Natural Resources & Income Trust in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's GAMCO Global Gold, Natural Resources & Income Trust position peaked at $64K in Q3 2017.
  • 102 funds tracked by Wall St. Rank held GAMCO Global Gold, Natural Resources & Income Trust as of Q4 2017.

Based on WealthPLAN Partners's 13F filing for Q4 2017, filed 16 Feb 2018.