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Castle Financial & Retirement Planning Associates’s Gabelli Equity Trust GAB Stock Holding History

Castle Financial & Retirement Planning Associates’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
Q4 		$3K Buy
+400
New +$2.81K 0.01% 148

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's GAB Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Gabelli Equity Trust (GAB) in Q4 2021: 400 shares worth $3K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

171 funds tracked by Wall St. Rank hold GAB as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 400 shares of Gabelli Equity Trust worth $3K as of Q4 2021.
  • Gabelli Equity Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Gabelli Equity Trust made up 0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #148 holding.
  • 171 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.