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Girard Partners’s Gabelli Equity Trust GAB Stock Holding History

Girard Partners’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
-7,016
Closed -$44K – 440
2018
Q3 		$44K Buy
+7,016
New +$44.3K 0.01% 472

Other funds holding GAB

Cohen & Steers
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Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Girard Partners's GAB Position: Q4 2018 in Review

Girard Partners sold out of Gabelli Equity Trust (GAB) in Q4 2018, closing a stake of 7,016 shares — an estimated $44K sold.

Girard Partners first reported a position in GAB in Q3 2018 and held it in 1 quarter. The position peaked at $44K in Q3 2018. 120 funds tracked by Wall St. Rank hold GAB as of Q4 2018.

  • Girard Partners reported no remaining Gabelli Equity Trust position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 7,016 Gabelli Equity Trust shares in Q4 2018, an estimated $44K.
  • Girard Partners first reported a position in Gabelli Equity Trust in Q3 2018 and held it in 1 quarter.
  • Girard Partners's Gabelli Equity Trust position peaked at $44K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.