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Gilliland Jeter Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-4,000
Closed -$22K – 353
2024
Q3 		$22K Hold
4,000
– – 0.01% 379
2024
Q2 		$20.8K Hold
4,000
– – 0.01% 379
2024
Q1 		$22.1K Buy
+4,000
New +$21.2K 0.01% 361

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gilliland Jeter Wealth Management's GAB Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Gabelli Equity Trust (GAB) in Q4 2024, closing a stake of 4,000 shares — an estimated $22K sold.

Gilliland Jeter Wealth Management first reported a position in GAB in Q1 2024 and held it in 3 quarters. The position peaked at $22.1K in Q1 2024. 199 funds tracked by Wall St. Rank hold GAB as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Gabelli Equity Trust position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 4,000 Gabelli Equity Trust shares in Q4 2024, an estimated $22K.
  • Gilliland Jeter Wealth Management first reported a position in Gabelli Equity Trust in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Gabelli Equity Trust position peaked at $22.1K in Q1 2024.
  • 199 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.