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EdgeRock Capital’s Gabelli Equity Trust GAB Stock Holding History

EdgeRock Capital’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
2022
Q4 		– Sell
-2,403
Closed -$13K – 189
2022
Q3 		$13K Buy
+2,403
New +$14.8K 0.01% 193

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EdgeRock Capital's GAB Position: Q4 2022 in Review

EdgeRock Capital sold out of Gabelli Equity Trust (GAB) in Q4 2022, closing a stake of 2,403 shares — an estimated $13K sold.

EdgeRock Capital first reported a position in GAB in Q3 2022 and held it in 1 quarter. The position peaked at $13K in Q3 2022. 173 funds tracked by Wall St. Rank hold GAB as of Q4 2022.

  • EdgeRock Capital reported no remaining Gabelli Equity Trust position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 2,403 Gabelli Equity Trust shares in Q4 2022, an estimated $13K.
  • EdgeRock Capital first reported a position in Gabelli Equity Trust in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Gabelli Equity Trust position peaked at $13K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.