WFG Advisors’s Gabelli Dividend & Income Trust GDV Stock Holding History

WFG Advisors’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
2017 Q2	$0	Hold	7	–	–	﹤0.01%	1591
2017 Q1	$0	Sell	7 -786	-99%	-$16.2K	﹤0.01%	1554
2016 Q4	$16K	Buy	+793	New	+$15.3K	﹤0.01%	982
2015 Q3	–	Sell	-150	Closed	-$3K	–	1643
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	1420
2015 Q1	$3K	Hold	150	–	–	﹤0.01%	1469
2014 Q4	$3K	Sell	150 -4	-3%	-$85	﹤0.01%	1771
2014 Q3	$3K	Sell	154 -699	-82%	-$15.2K	﹤0.01%	1785
2014 Q2	$19K	Sell	853 -37	-4%	-$784	﹤0.01%	1295
2014 Q1	$19K	Sell	890 -1,107	-55%	-$22.7K	﹤0.01%	1269
2013 Q4	$42K	Buy	1,997 +24	+1%	+$478	0.01%	1067
2013 Q3	$37K	Buy	1,973 +24	+1%	+$453	0.01%	1038
2013 Q2	$36K	Buy	+1,949	New	+$35.8K	0.01%	1007

Other funds holding GDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return