YorkBridge Wealth Partners’s Gabelli Dividend & Income Trust GDV Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-100	Closed	-$2K	–	355
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	699
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	698
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	681
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	705
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	780
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	775
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	797
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	777
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	772
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	758
2016 Q4	$2K	Buy	+100	New	+$1.94K	﹤0.01%	748

Other funds holding GDV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

YorkBridge Wealth Partners's GDV Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

YorkBridge Wealth Partners first reported a position in GDV in Q4 2016 and held it in 11 quarters. The position peaked at $2K in Q2 2019. 121 funds tracked by Wall St. Rank hold GDV as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Gabelli Dividend & Income Trust position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 100 Gabelli Dividend & Income Trust shares in Q3 2019, an estimated $2K.
YorkBridge Wealth Partners first reported a position in Gabelli Dividend & Income Trust in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Gabelli Dividend & Income Trust position peaked at $2K in Q2 2019.
121 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.