Atwood & Palmer’s Gabelli Equity Trust GAB Stock Holding History

Atwood & Palmer’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
2023 Q1	–	Sell	-5,286	Closed	-$29K	–	382
2022 Q4	$29K	Hold	5,286	–	–	﹤0.01%	253
2022 Q3	$29K	Hold	5,286	–	–	﹤0.01%	236
2022 Q2	$32K	Hold	5,286	–	–	﹤0.01%	249
2022 Q1	$37K	Hold	5,286	–	–	﹤0.01%	259
2021 Q4	$38K	Buy	+5,286	New	+$37.1K	﹤0.01%	258
2017 Q4	–	Sell	-10,312	Closed	-$65K	–	295
2017 Q3	$65K	Buy	+10,312	New	+$63K	0.01%	172

Other funds holding GAB

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

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

LOPW

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

Atwood & Palmer's GAB Position: Q1 2023 in Review

Atwood & Palmer sold out of Gabelli Equity Trust (GAB) in Q1 2023, closing a stake of 5,286 shares — an estimated $29K sold.

Atwood & Palmer first reported a position in GAB in Q3 2017 and held it in 6 quarters. The position peaked at $65K in Q3 2017. 156 funds tracked by Wall St. Rank hold GAB as of Q1 2023.

Atwood & Palmer reported no remaining Gabelli Equity Trust position as of Q1 2023 after selling out during the quarter.
Atwood & Palmer sold 5,286 Gabelli Equity Trust shares in Q1 2023, an estimated $29K.
Atwood & Palmer first reported a position in Gabelli Equity Trust in Q3 2017 and held it in 6 quarters.
Atwood & Palmer's Gabelli Equity Trust position peaked at $65K in Q3 2017.
156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2023.

Based on Atwood & Palmer's 13F filing for Q1 2023, filed 21 Apr 2023.