Aries Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Aries Wealth 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
2021 Q1	–	Sell	-14,706	Closed	-$91K	–	179
2020 Q4	$91K	Hold	14,706	–	–	0.05%	160
2020 Q3	$73K	Hold	14,706	–	–	0.04%	147
2020 Q2	$72K	Hold	14,706	–	–	0.04%	142
2020 Q1	$58K	Hold	14,706	–	–	0.04%	128
2019 Q4	$88K	Hold	14,706	–	–	0.05%	154
2019 Q3	$85K	Hold	14,706	–	–	0.06%	151
2019 Q2	$89K	Hold	14,706	–	–	0.06%	155
2019 Q1	$88K	Hold	14,706	–	–	0.07%	150
2018 Q4	$73K	Hold	14,706	–	–	0.08%	110
2018 Q3	$93K	Hold	14,706	–	–	0.08%	130
2018 Q2	$92K	Hold	14,706	–	–	0.09%	131
2018 Q1	$88K	Hold	14,706	–	–	0.09%	124
2017 Q4	$93K	Buy	+14,706	New	+$89.6K	0.09%	131

Other funds holding GAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

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

Aries Wealth Management's GAB Position: Q1 2021 in Review

Aries Wealth Management sold out of Gabelli Equity Trust (GAB) in Q1 2021, closing a stake of 14,706 shares — an estimated $91K sold.

Aries Wealth Management first reported a position in GAB in Q4 2017 and held it in 13 quarters. The position peaked at $93K in Q3 2018. 130 funds tracked by Wall St. Rank hold GAB as of Q1 2021.

Aries Wealth Management reported no remaining Gabelli Equity Trust position as of Q1 2021 after selling out during the quarter.
Aries Wealth Management sold 14,706 Gabelli Equity Trust shares in Q1 2021, an estimated $91K.
Aries Wealth Management first reported a position in Gabelli Equity Trust in Q4 2017 and held it in 13 quarters.
Aries Wealth Management's Gabelli Equity Trust position peaked at $93K in Q3 2018.
130 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2021.

Based on Aries Wealth Management's 13F filing for Q1 2021, filed 20 Apr 2021.