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

Baystate 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
2023 Q4	$11.5K	Buy	+2,263	New	+$11.3K	﹤0.01%	693

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Baystate Wealth Management's GAB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Gabelli Equity Trust (GAB) in Q4 2023: 2,263 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

188 funds tracked by Wall St. Rank hold GAB as of Q4 2023.

Baystate Wealth Management held 2,263 shares of Gabelli Equity Trust worth $11.5K as of Q4 2023.
Gabelli Equity Trust was a new Baystate Wealth Management position in Q4 2023.
Gabelli Equity Trust made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #693 holding.
188 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.