Clear Perspective Advisors’s Gabelli Equity Trust GAB Stock Holding History

Clear Perspective 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
2019 Q3	–	Sell	-9,003	Closed	-$54K	–	166
2019 Q2	$54K	Buy	+9,003	New	+$54.3K	0.03%	182
2018 Q3	–	Sell	-9,003	Closed	-$55K	–	248
2018 Q2	$55K	Hold	9,003	–	–	0.04%	240
2018 Q1	$54K	Buy	9,003 +8,123	+923%	+$50.1K	0.04%	231
2017 Q4	$5K	Sell	880 -8,195	-90%	-$49.9K	﹤0.01%	387
2017 Q3	$57K	Hold	9,075	–	–	0.05%	223
2017 Q2	$54K	Hold	9,075	–	–	0.05%	215
2017 Q1	$53K	Hold	9,075	–	–	0.04%	209
2016 Q4	$49K	Buy	+9,075	New	+$48.1K	0.03%	204

Other funds holding GAB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Clear Perspective Advisors's GAB Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Gabelli Equity Trust (GAB) in Q3 2019, closing a stake of 9,003 shares — an estimated $54K sold.

Clear Perspective Advisors first reported a position in GAB in Q4 2016 and held it in 8 quarters. The position peaked at $57K in Q3 2017. 124 funds tracked by Wall St. Rank hold GAB as of Q3 2019.

Clear Perspective Advisors reported no remaining Gabelli Equity Trust position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 9,003 Gabelli Equity Trust shares in Q3 2019, an estimated $54K.
Clear Perspective Advisors first reported a position in Gabelli Equity Trust in Q4 2016 and held it in 8 quarters.
Clear Perspective Advisors's Gabelli Equity Trust position peaked at $57K in Q3 2017.
124 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.