CIC Wealth’s Gabelli Equity Trust GAB Stock Holding History

CIC Wealth’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
2024 Q3	$58.8K	Buy	+10,703	New	+$57.8K	0.02%	176

Other funds holding GAB

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

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

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

PTC

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

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

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

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

CIC Wealth's GAB Position: Q3 2024 in Review

CIC Wealth opened a new position in Gabelli Equity Trust (GAB) in Q3 2024: 10,703 shares worth $58.8K. The stake represents 0.02% of the portfolio and ranks #176 among its holdings.

187 funds tracked by Wall St. Rank hold GAB as of Q3 2024.

CIC Wealth held 10,703 shares of Gabelli Equity Trust worth $58.8K as of Q3 2024.
Gabelli Equity Trust was a new CIC Wealth position in Q3 2024.
Gabelli Equity Trust made up 0.02% of CIC Wealth's portfolio in Q3 2024, its #176 holding.
187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.