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Westside Investment Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Westside Investment Management’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
2022
Q4 		– Sell
-1,037
Closed -$19 – 815
2022
Q3 		$19 Sell
1,037
-82
-7% -$1.75K ﹤0.01% 517
2022
Q2 		$22 Buy
+1,119
New +$24.9K ﹤0.01% 500

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
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
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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Westside Investment Management's GDV Position: Q4 2022 in Review

Westside Investment Management sold out of Gabelli Dividend & Income Trust (GDV) in Q4 2022, closing a stake of 1,037 shares — an estimated $19 sold.

Westside Investment Management first reported a position in GDV in Q2 2022 and held it in 2 quarters. The position peaked at $22 in Q2 2022. 154 funds tracked by Wall St. Rank hold GDV as of Q4 2022.

  • Westside Investment Management reported no remaining Gabelli Dividend & Income Trust position as of Q4 2022 after selling out during the quarter.
  • Westside Investment Management sold 1,037 Gabelli Dividend & Income Trust shares in Q4 2022, an estimated $19.
  • Westside Investment Management first reported a position in Gabelli Dividend & Income Trust in Q2 2022 and held it in 2 quarters.
  • Westside Investment Management's Gabelli Dividend & Income Trust position peaked at $22 in Q2 2022.
  • 154 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q4 2022.

Based on Westside Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.