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D'Orazio & Associates’s Gabelli Equity Trust GAB Stock Holding History

D'Orazio & Associates’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
Q2 		– Sell
-2,265
Closed -$14K – 346
2019
Q1 		$14K Buy
+2,265
New +$13.1K ﹤0.01% 219

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

D'Orazio & Associates's GAB Position: Q2 2019 in Review

D'Orazio & Associates sold out of Gabelli Equity Trust (GAB) in Q2 2019, closing a stake of 2,265 shares — an estimated $14K sold.

D'Orazio & Associates first reported a position in GAB in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 122 funds tracked by Wall St. Rank hold GAB as of Q2 2019.

  • D'Orazio & Associates reported no remaining Gabelli Equity Trust position as of Q2 2019 after selling out during the quarter.
  • D'Orazio & Associates sold 2,265 Gabelli Equity Trust shares in Q2 2019, an estimated $14K.
  • D'Orazio & Associates first reported a position in Gabelli Equity Trust in Q1 2019 and held it in 1 quarter.
  • D'Orazio & Associates's Gabelli Equity Trust position peaked at $14K in Q1 2019.
  • 122 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2019.

Based on D'Orazio & Associates's 13F filing for Q2 2019, filed 5 Aug 2019.