Freedom Investment Management’s Gabelli Equity Trust GAB Stock Holding History

Freedom Investment 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
2018 Q4	–	Sell	-26,537	Closed	-$170K	–	812
2018 Q3	$170K	Sell	26,537 -2,946	-10%	-$18.6K	0.01%	867
2018 Q2	$180K	Buy	29,483 +1,883	+7%	+$11.5K	0.01%	918
2018 Q1	$165K	Buy	27,600 +6,466	+31%	+$39.9K	0.01%	1054
2017 Q4	$128K	Buy	21,134 +9,968	+89%	+$60.8K	0.01%	1087
2017 Q3	$70K	Buy	+11,166	New	+$68.2K	﹤0.01%	1080

Other funds holding GAB

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

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

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

Freedom Investment Management's GAB Position: Q4 2018 in Review

Freedom Investment Management sold out of Gabelli Equity Trust (GAB) in Q4 2018, closing a stake of 26,537 shares — an estimated $170K sold.

Freedom Investment Management first reported a position in GAB in Q3 2017 and held it in 5 quarters. The position peaked at $180K in Q2 2018. 120 funds tracked by Wall St. Rank hold GAB as of Q4 2018.

Freedom Investment Management reported no remaining Gabelli Equity Trust position as of Q4 2018 after selling out during the quarter.
Freedom Investment Management sold 26,537 Gabelli Equity Trust shares in Q4 2018, an estimated $170K.
Freedom Investment Management first reported a position in Gabelli Equity Trust in Q3 2017 and held it in 5 quarters.
Freedom Investment Management's Gabelli Equity Trust position peaked at $180K in Q2 2018.
120 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.