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Doliver Advisors’s Gabelli Equity Trust GAB Stock Holding History

Doliver 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
2021
Q4 		– Sell
-20,689
Closed -$138K – 171
2021
Q3 		$138K Buy
+20,689
New +$140K 0.05% 164
2018
Q1 		– Sell
-13,428
Closed -$81K – 351
2017
Q4 		$81K Buy
+13,428
New +$81.8K 0.03% 295
2017
Q3 		– Sell
-43,594
Closed -$261K – 274
2017
Q2 		$261K Buy
+43,594
New +$258K 0.13% 174
2017
Q1 		– Sell
-26,738
Closed -$143K – 246
2016
Q4 		$143K Buy
+26,738
New +$142K 0.12% 200
2016
Q1 		– Sell
-68,766
Closed -$354K – 173
2015
Q4 		$354K Buy
+68,766
New +$369K 0.28% 88
2015
Q2 		– Sell
-14,114
Closed -$89K – 293
2015
Q1 		$89K Sell
14,114
-185,331
-93% -$1.17M 0.06% 247
2014
Q4 		$1.25M Buy
+199,445
New +$1.27M 0.87% 29

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 $717M AUM 19.68% 1-Year Est. Return