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Ameritas Investment Company’s Gabelli Equity Trust GAB Stock Holding History

Ameritas Investment Company’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
2021
Q3 		$340K Buy
51,114
+31,114
+156% +$211K 0.02% 522
2021
Q2 		$353K Sell
20,000
-20,504
-51% -$144K 0.02% 519
2021
Q1 		$270K Buy
+40,504
New +$259K 0.02% 485

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Ameritas Investment Company's GAB Position: Q3 2021 in Review

Ameritas Investment Company increased its Gabelli Equity Trust (GAB) stake by 156% in Q3 2021, buying an estimated $211K and bringing the position to 51,114 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #522.

Ameritas Investment Company first reported a position in GAB in Q1 2021 and has held it in 3 quarters since. The position peaked at $353K in Q2 2021. 156 funds tracked by Wall St. Rank hold GAB as of Q3 2021.

  • Ameritas Investment Company held 51,114 shares of Gabelli Equity Trust worth $340K as of Q3 2021.
  • Ameritas Investment Company bought 31,114 Gabelli Equity Trust shares in Q3 2021, an estimated $211K.
  • Gabelli Equity Trust made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #522 holding.
  • Ameritas Investment Company first reported a position in Gabelli Equity Trust in Q1 2021 and has held it in 3 quarters since.
  • Ameritas Investment Company's Gabelli Equity Trust position peaked at $353K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.