Bruderman Asset Management’s Gabelli Equity Trust GAB Stock Holding History

Bruderman Asset 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
2019 Q3	–	Sell	-11,969	Closed	-$72K	–	121
2019 Q2	$72K	Sell	11,969 -19,554	-62%	-$118K	0.02%	114
2019 Q1	$190K	Buy	31,523 +467	+2%	+$2.69K	0.04%	135
2018 Q4	$155K	Buy	31,056 +19,087	+159%	+$109K	0.04%	135
2018 Q3	$76K	Hold	11,969	–	–	0.02%	168
2018 Q2	$73K	Hold	11,969	–	–	0.02%	179
2018 Q1	$72K	Hold	11,969	–	–	0.02%	181
2017 Q4	$72K	Sell	11,969 -96	-0.8%	-$585	0.02%	123
2017 Q3	$76K	Hold	12,065	–	–	0.02%	120
2017 Q2	$72K	Hold	12,065	–	–	0.02%	178
2017 Q1	$70K	Hold	12,065	–	–	0.02%	113
2016 Q4	$65K	Hold	12,065	–	–	0.02%	178
2016 Q3	$66K	Hold	12,065	–	–	0.02%	177
2016 Q2	$64K	Hold	12,065	–	–	0.02%	185
2016 Q1	$64K	Hold	12,065	–	–	0.02%	181
2015 Q4	$62K	Hold	12,065	–	–	0.02%	190
2015 Q3	$61K	Hold	12,065	–	–	0.02%	190
2015 Q2	$73K	Hold	12,065	–	–	0.03%	182
2015 Q1	$76K	Buy	+12,065	New	+$76K	0.03%	182

Other funds holding GAB

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

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

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

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

PTC

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

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Bruderman Asset Management's GAB Position: Q3 2019 in Review

Bruderman Asset Management sold out of Gabelli Equity Trust (GAB) in Q3 2019, closing a stake of 11,969 shares — an estimated $72K sold.

Bruderman Asset Management first reported a position in GAB in Q1 2015 and held it in 18 quarters. The position peaked at $190K in Q1 2019. 124 funds tracked by Wall St. Rank hold GAB as of Q3 2019.

Bruderman Asset Management reported no remaining Gabelli Equity Trust position as of Q3 2019 after selling out during the quarter.
Bruderman Asset Management sold 11,969 Gabelli Equity Trust shares in Q3 2019, an estimated $72K.
Bruderman Asset Management first reported a position in Gabelli Equity Trust in Q1 2015 and held it in 18 quarters.
Bruderman Asset Management's Gabelli Equity Trust position peaked at $190K in Q1 2019.
124 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2019.

Based on Bruderman Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.