Gary Goldberg Planning Services’s Gabelli Equity Trust GAB Stock Holding History

Gary Goldberg Planning Services’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
2014 Q4	$76K	Hold	12,065	–	–	0.03%	179
2014 Q3	$75K	Sell	12,065 -277	-2%	-$1.92K	0.03%	178
2014 Q2	$88K	Hold	12,342	–	–	0.04%	167
2014 Q1	$91K	Sell	12,342 -317	-3%	-$2.32K	0.04%	159
2013 Q4	$93K	Hold	12,659	–	–	0.05%	142
2013 Q3	$81K	Hold	12,659	–	–	0.05%	153
2013 Q2	$80K	Buy	+12,659	New	+$79.9K	0.05%	141

Other funds holding GAB

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

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

FAAS

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

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

IMS

Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Gary Goldberg Planning Services's GAB Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Gabelli Equity Trust (GAB) position steady in Q4 2014 at 12,065 shares worth $76K. The position accounts for 0.03% of the portfolio, ranked #179.

Gary Goldberg Planning Services first reported a position in GAB in Q2 2013 and has held it in 7 quarters since. The position peaked at $93K in Q4 2013. 83 funds tracked by Wall St. Rank hold GAB as of Q4 2014.

Gary Goldberg Planning Services held 12,065 shares of Gabelli Equity Trust worth $76K as of Q4 2014.
Gary Goldberg Planning Services left its Gabelli Equity Trust share count unchanged in Q4 2014.
Gabelli Equity Trust made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #179 holding.
Gary Goldberg Planning Services first reported a position in Gabelli Equity Trust in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's Gabelli Equity Trust position peaked at $93K in Q4 2013.
83 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.