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

Filbrandt 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
2021 Q3	$70K	Buy	+10,460	New	+$70.9K	0.04%	70

Other funds holding GAB

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

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

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

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

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

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

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Filbrandt Wealth Management's GAB Position: Q3 2021 in Review

Filbrandt Wealth Management opened a new position in Gabelli Equity Trust (GAB) in Q3 2021: 10,460 shares worth $70K. The stake represents 0.04% of the portfolio and ranks #70 among its holdings.

156 funds tracked by Wall St. Rank hold GAB as of Q3 2021.

Filbrandt Wealth Management held 10,460 shares of Gabelli Equity Trust worth $70K as of Q3 2021.
Gabelli Equity Trust was a new Filbrandt Wealth Management position in Q3 2021.
Gabelli Equity Trust made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #70 holding.
156 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.