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

World Investment 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
2020
Q1 		– Sell
-11,350
Closed -$249K – 154
2019
Q4 		$249K Hold
11,350
– – 0.1% 129
2019
Q3 		$244K Hold
11,350
– – 0.1% 121
2019
Q2 		$244K Buy
+11,350
New +$243K 0.11% 113

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

World Investment Advisors's GDV Position: Q1 2020 in Review

World Investment Advisors sold out of Gabelli Dividend & Income Trust (GDV) in Q1 2020, closing a stake of 11,350 shares — an estimated $249K sold.

World Investment Advisors first reported a position in GDV in Q2 2019 and held it in 3 quarters. The position peaked at $249K in Q4 2019. 146 funds tracked by Wall St. Rank hold GDV as of Q1 2020.

  • World Investment Advisors reported no remaining Gabelli Dividend & Income Trust position as of Q1 2020 after selling out during the quarter.
  • World Investment Advisors sold 11,350 Gabelli Dividend & Income Trust shares in Q1 2020, an estimated $249K.
  • World Investment Advisors first reported a position in Gabelli Dividend & Income Trust in Q2 2019 and held it in 3 quarters.
  • World Investment Advisors's Gabelli Dividend & Income Trust position peaked at $249K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2020.

Based on World Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.