Copperwynd Financial’s Gabelli Equity Trust GAB Stock Holding History

Copperwynd Financial’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
2018 Q4	–	Sell	-13,211	Closed	-$84K	–	96
2018 Q3	$84K	Hold	13,211	–	–	0.05%	93
2018 Q2	$81K	Buy	+13,211	New	+$80.4K	0.06%	88

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

AAM

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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

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

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

Copperwynd Financial's GAB Position: Q4 2018 in Review

Copperwynd Financial sold out of Gabelli Equity Trust (GAB) in Q4 2018, closing a stake of 13,211 shares — an estimated $84K sold.

Copperwynd Financial first reported a position in GAB in Q2 2018 and held it in 2 quarters. The position peaked at $84K in Q3 2018. 120 funds tracked by Wall St. Rank hold GAB as of Q4 2018.

Copperwynd Financial reported no remaining Gabelli Equity Trust position as of Q4 2018 after selling out during the quarter.
Copperwynd Financial sold 13,211 Gabelli Equity Trust shares in Q4 2018, an estimated $84K.
Copperwynd Financial first reported a position in Gabelli Equity Trust in Q2 2018 and held it in 2 quarters.
Copperwynd Financial's Gabelli Equity Trust position peaked at $84K in Q3 2018.
120 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2018.

Based on Copperwynd Financial's 13F filing for Q4 2018, filed 8 Feb 2019.