Wealthspire Advisors (Maryland)’s GDL Fund GDL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GDL Stock Details GDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Hold	0	–	–	–	1521
2017 Q3	–	Hold	0	–	–	–	1349
2017 Q2	–	Hold	0	–	–	–	1460

Other funds holding GDL

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return