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Capital Directions Investment Advisors’s Gabelli Equity Trust GAB Stock Holding History

Capital Directions Investment Advisors’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
Q3 		– Sell
-8,342
Closed -$58K – 261
2021
Q2 		$58K Buy
+8,342
New +$58.5K 0.02% 118

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Capital Directions Investment Advisors's GAB Position: Q3 2021 in Review

Capital Directions Investment Advisors sold out of Gabelli Equity Trust (GAB) in Q3 2021, closing a stake of 8,342 shares — an estimated $58K sold.

Capital Directions Investment Advisors first reported a position in GAB in Q2 2021 and held it in 1 quarter. The position peaked at $58K in Q2 2021. 156 funds tracked by Wall St. Rank hold GAB as of Q3 2021.

  • Capital Directions Investment Advisors reported no remaining Gabelli Equity Trust position as of Q3 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 8,342 Gabelli Equity Trust shares in Q3 2021, an estimated $58K.
  • Capital Directions Investment Advisors first reported a position in Gabelli Equity Trust in Q2 2021 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Gabelli Equity Trust position peaked at $58K in Q2 2021.
  • 156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.