Anchor Investment Management’s Gabelli Equity Trust GAB Stock Holding History

Anchor Investment Management’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
2020 Q3	–	Sell	-358	Closed	-$1.76K	–	916
2020 Q2	$1.76K	Buy	+358	New	+$1.64K	﹤0.01%	801
2017 Q4	–	Sell	-1,271	Closed	-$8.02K	–	813
2017 Q3	$8.02K	Hold	1,271	–	–	﹤0.01%	647
2017 Q2	$7.62K	Hold	1,271	–	–	﹤0.01%	593
2017 Q1	$7.36K	Hold	1,271	–	–	﹤0.01%	596
2016 Q4	$6.81K	Hold	1,271	–	–	﹤0.01%	580
2016 Q3	$6.95K	Hold	1,271	–	–	﹤0.01%	556
2016 Q2	$6.77K	Hold	1,271	–	–	﹤0.01%	558
2016 Q1	$6.7K	Buy	+1,271	New	+$6.15K	﹤0.01%	533

Other funds holding GAB

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

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

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

PTC

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LOPW

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

Anchor Investment Management's GAB Position: Q3 2020 in Review

Anchor Investment Management sold out of Gabelli Equity Trust (GAB) in Q3 2020, closing a stake of 358 shares — an estimated $1.76K sold.

Anchor Investment Management first reported a position in GAB in Q1 2016 and held it in 8 quarters. The position peaked at $8.02K in Q3 2017. 118 funds tracked by Wall St. Rank hold GAB as of Q3 2020.

Anchor Investment Management reported no remaining Gabelli Equity Trust position as of Q3 2020 after selling out during the quarter.
Anchor Investment Management sold 358 Gabelli Equity Trust shares in Q3 2020, an estimated $1.76K.
Anchor Investment Management first reported a position in Gabelli Equity Trust in Q1 2016 and held it in 8 quarters.
Anchor Investment Management's Gabelli Equity Trust position peaked at $8.02K in Q3 2017.
118 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2020.

Based on Anchor Investment Management's 13F filing for Q3 2020, filed 2 Jan 2024.