Winch Advisory Services’s Gabelli Multimedia Trust GGT Stock Holding History

Winch Advisory Services’s Portfolio GGT Stock Details GGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-252	Closed	-$1K	–	450
2023 Q3	$1K	Hold	252	–	–	﹤0.01%	392
2023 Q2	$2K	Hold	252	–	–	﹤0.01%	354
2023 Q1	$1K	Hold	252	–	–	﹤0.01%	386
2022 Q4	$1K	Buy	+252	New	+$1.51K	﹤0.01%	373
2022 Q3	–	Sell	-235	Closed	-$2K	–	414
2022 Q2	$2K	Buy	235 +6	+3%	+$46	﹤0.01%	344
2022 Q1	$2K	Buy	229 +5	+2%	+$42	﹤0.01%	380
2021 Q4	$2K	Buy	224 +6	+3%	+$54	﹤0.01%	400
2021 Q3	$2K	Buy	+218	New	+$2.08K	﹤0.01%	411

Other funds holding GGT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GCIA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

PGFC

Peapack-Gladstone Financial Corp Bedminster, New Jersey $7.82B AUM 21.06% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Winch Advisory Services's GGT Position: Q4 2023 in Review

Winch Advisory Services sold out of Gabelli Multimedia Trust (GGT) in Q4 2023, closing a stake of 252 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in GGT in Q3 2021 and held it in 8 quarters. The position peaked at $2K in Q2 2023. 36 funds tracked by Wall St. Rank hold GGT as of Q4 2023.

Winch Advisory Services reported no remaining Gabelli Multimedia Trust position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 252 Gabelli Multimedia Trust shares in Q4 2023, an estimated $1K.
Winch Advisory Services first reported a position in Gabelli Multimedia Trust in Q3 2021 and held it in 8 quarters.
Winch Advisory Services's Gabelli Multimedia Trust position peaked at $2K in Q2 2023.
36 funds tracked by Wall St. Rank held Gabelli Multimedia Trust as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.