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 $1.66T AUM 25.57% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $829M AUM 36.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $648M AUM 31.93% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return