Concert Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Concert Wealth Management’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
2017 Q2	–	Sell	-12,174	Closed	-$67K	–	254
2017 Q1	$67K	Hold	12,174	–	–	0.02%	480
2016 Q4	$67K	Buy	12,174 +1,031	+9%	+$5.46K	0.01%	482
2016 Q3	$61K	Hold	11,143	–	–	0.01%	795
2016 Q2	$58K	Buy	+11,143	New	+$59.4K	0.01%	660

Other funds holding GAB

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

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

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

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AAM

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

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

Concert Wealth Management's GAB Position: Q2 2017 in Review

Concert Wealth Management sold out of Gabelli Equity Trust (GAB) in Q2 2017, closing a stake of 12,174 shares — an estimated $67K sold.

Concert Wealth Management first reported a position in GAB in Q2 2016 and held it in 4 quarters. The position peaked at $67K in Q1 2017. 95 funds tracked by Wall St. Rank hold GAB as of Q2 2017.

Concert Wealth Management reported no remaining Gabelli Equity Trust position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 12,174 Gabelli Equity Trust shares in Q2 2017, an estimated $67K.
Concert Wealth Management first reported a position in Gabelli Equity Trust in Q2 2016 and held it in 4 quarters.
Concert Wealth Management's Gabelli Equity Trust position peaked at $67K in Q1 2017.
95 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.