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BSW Wealth Partners’s Gabelli Equity Trust GAB Stock Holding History

BSW Wealth Partners’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
2017
Q3 		– Sell
-15,365
Closed -$92K – 89
2017
Q2 		$92K Buy
+15,365
New +$90.9K 0.04% 85

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GI
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AAM
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IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BSW Wealth Partners's GAB Position: Q3 2017 in Review

BSW Wealth Partners sold out of Gabelli Equity Trust (GAB) in Q3 2017, closing a stake of 15,365 shares — an estimated $92K sold.

BSW Wealth Partners first reported a position in GAB in Q2 2017 and held it in 1 quarter. The position peaked at $92K in Q2 2017. 92 funds tracked by Wall St. Rank hold GAB as of Q3 2017.

  • BSW Wealth Partners reported no remaining Gabelli Equity Trust position as of Q3 2017 after selling out during the quarter.
  • BSW Wealth Partners sold 15,365 Gabelli Equity Trust shares in Q3 2017, an estimated $92K.
  • BSW Wealth Partners first reported a position in Gabelli Equity Trust in Q2 2017 and held it in 1 quarter.
  • BSW Wealth Partners's Gabelli Equity Trust position peaked at $92K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2017.

Based on BSW Wealth Partners's 13F filing for Q3 2017, filed 3 Nov 2017.