American Portfolios Advisors’s Gabelli Equity Trust GAB Stock Holding History

American Portfolios Advisors’s Portfolio GAB Stock Details GAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$41.7K	Buy	7,578 +5,555	+275%	+$34.3K	﹤0.01%	1814
2022 Q2	$12.3K	Hold	2,023	–	–	﹤0.01%	2468
2022 Q1	$14K	Hold	2,023	–	–	﹤0.01%	2539
2021 Q4	$14.5K	Buy	2,023 +450	+29%	+$3.16K	﹤0.01%	2465
2021 Q3	$10.5K	Hold	1,573	–	–	﹤0.01%	2545
2021 Q2	$10.9K	Sell	1,573 -36	-2%	-$252	﹤0.01%	2480
2021 Q1	$10.7K	Hold	1,609	–	–	﹤0.01%	2352
2020 Q4	$9.86K	Sell	1,609 -1,023	-39%	-$5.89K	﹤0.01%	2110
2020 Q3	$13.1K	Hold	2,632	–	–	﹤0.01%	1870
2020 Q2	$12.9K	Sell	2,632 -461	-15%	-$2.11K	﹤0.01%	1823
2020 Q1	$13.2K	Buy	3,093 +461	+18%	+$2.54K	﹤0.01%	1702
2019 Q4	$15.7K	Hold	2,632	–	–	﹤0.01%	1827
2019 Q3	$15.4K	Buy	2,632 +1,023	+64%	+$6.09K	﹤0.01%	1776
2019 Q2	$9.72K	Sell	1,609 -1,023	-39%	-$6.17K	﹤0.01%	1908
2019 Q1	$15.8K	Hold	2,632	–	–	﹤0.01%	1660
2018 Q4	$13.1K	Buy	2,632 +1,023	+64%	+$5.86K	﹤0.01%	1529
2018 Q3	$10.2K	Hold	1,609	–	–	﹤0.01%	1752
2018 Q2	$9.85K	Hold	1,609	–	–	﹤0.01%	1719
2018 Q1	$9.63K	Hold	1,609	–	–	﹤0.01%	1645
2017 Q4	$9.74K	Buy	+1,609	New	+$9.81K	﹤0.01%	1572

Other funds holding GAB

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

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

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

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's GAB Position: Q3 2022 in Review

American Portfolios Advisors increased its Gabelli Equity Trust (GAB) stake by 275% in Q3 2022, buying an estimated $34.3K and bringing the position to 7,578 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

American Portfolios Advisors first reported a position in GAB in Q4 2017 and has held it in 20 quarters since. 164 funds tracked by Wall St. Rank hold GAB as of Q3 2022.

American Portfolios Advisors held 7,578 shares of Gabelli Equity Trust worth $41.7K as of Q3 2022.
American Portfolios Advisors bought 5,555 Gabelli Equity Trust shares in Q3 2022, an estimated $34.3K.
Gabelli Equity Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1814 holding.
American Portfolios Advisors first reported a position in Gabelli Equity Trust in Q4 2017 and has held it in 20 quarters since.
164 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.