WFG Advisors’s GAMCO Investors, Inc. GBL Stock Holding History

WFG Advisors’s Portfolio GBL Stock Details GBL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$2K	Buy	75 +23	+44%	+$671	﹤0.01%	1442
2017 Q1	$2K	Sell	52 -23	-31%	-$693	﹤0.01%	1362
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	1436
2016 Q3	$2K	Hold	75	–	–	﹤0.01%	1422
2016 Q2	$2K	Hold	75	–	–	﹤0.01%	1402
2016 Q1	$3K	Sell	75 -35	-32%	-$1.14K	﹤0.01%	1302
2015 Q4	$3K	Sell	110 -213	-66%	-$6.81K	﹤0.01%	1327
2015 Q3	$10K	Hold	323	–	–	﹤0.01%	1102
2015 Q2	$12K	Hold	323	–	–	﹤0.01%	1146
2015 Q1	$14K	Sell	323 -372	-54%	-$16K	﹤0.01%	1105
2014 Q4	$33K	Buy	695 +324	+87%	+$14.4K	0.01%	1055
2014 Q3	$14K	Hold	371	–	–	﹤0.01%	1393
2014 Q2	$17K	Hold	371	–	–	﹤0.01%	1336
2014 Q1	$16K	Hold	371	–	–	﹤0.01%	1340
2013 Q4	$17K	Buy	+371	New	+$15.3K	﹤0.01%	1407

Other funds holding GBL

GCIA

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

ESBC

E.S. Barr & Co Lexington, Kentucky $1.72B AUM 12.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return

Midas Management New York $231M AUM 7.96% 1-Year Est. Return

WFG Advisors's GBL Position: Q2 2017 in Review

WFG Advisors increased its GAMCO Investors, Inc. (GBL) stake by 44% in Q2 2017, buying an estimated $671 and bringing the position to 75 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1442.

WFG Advisors first reported a position in GBL in Q4 2013 and has held it in 15 quarters since. The position peaked at $33K in Q4 2014. 79 funds tracked by Wall St. Rank hold GBL as of Q2 2017.

WFG Advisors held 75 shares of GAMCO Investors, Inc. worth $2K as of Q2 2017.
WFG Advisors bought 23 GAMCO Investors, Inc. shares in Q2 2017, an estimated $671.
GAMCO Investors, Inc. made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1442 holding.
WFG Advisors first reported a position in GAMCO Investors, Inc. in Q4 2013 and has held it in 15 quarters since.
WFG Advisors's GAMCO Investors, Inc. position peaked at $33K in Q4 2014.
79 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.