Carson Wealth (CWM LLC)
GAB.RT icon

Carson Wealth (CWM LLC)’s The Gabelli Equity Trust Inc. Rights (expiring July 14, 2021) GAB.RT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GAB.RT Stock Details GAB.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$1K Buy
+12,560
New +$1.46K ﹤0.01% 2916

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HHGC
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Cohen & Steers
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YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AGM
Alpine Global Management New York $615M AUM 34.28% 1-Year Est. Return
Sculptor Capital
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GAB.RT Position: Q2 2021 in Review

Carson Wealth (CWM LLC) opened a new position in The Gabelli Equity Trust Inc. Rights (expiring July 14, 2021) (GAB.RT) in Q2 2021: 12,560 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2916 among its holdings.

97 funds tracked by Wall St. Rank hold GAB.RT as of Q2 2021.

  • Carson Wealth (CWM LLC) held 12,560 shares of The Gabelli Equity Trust Inc. Rights (expiring July 14, 2021) worth $1K as of Q2 2021.
  • The Gabelli Equity Trust Inc. Rights (expiring July 14, 2021) was a new Carson Wealth (CWM LLC) position in Q2 2021.
  • The Gabelli Equity Trust Inc. Rights (expiring July 14, 2021) made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2916 holding.
  • 97 funds tracked by Wall St. Rank held The Gabelli Equity Trust Inc. Rights (expiring July 14, 2021) as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.