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Financial Architects (New Jersey)’s Gabelli Equity Trust GAB Stock Holding History

Financial Architects (New Jersey)’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
2020
Q1 		– Sell
-606
Closed -$4K – 873
2019
Q4 		$4K Buy
+606
New +$3.6K ﹤0.01% 786

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JAM
Jolley Asset Management Rocky Mount, North Carolina $130M AUM 10.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Architects (New Jersey)'s GAB Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of Gabelli Equity Trust (GAB) in Q1 2020, closing a stake of 606 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in GAB in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 124 funds tracked by Wall St. Rank hold GAB as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining Gabelli Equity Trust position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 606 Gabelli Equity Trust shares in Q1 2020, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in Gabelli Equity Trust in Q4 2019 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Gabelli Equity Trust position peaked at $4K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.