Gradient Investments’s Gabelli Equity Trust GAB Stock Holding History

Gradient Investments’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
2015 Q2	–	Sell	-586	Closed	-$4K	–	655
2015 Q1	$4K	Sell	586 -1,771	-75%	-$11.2K	﹤0.01%	493
2014 Q4	$15K	Buy	+2,357	New	+$15K	﹤0.01%	317
2013 Q3	–	Sell	-2,110	Closed	-$13K	–	536
2013 Q2	$13K	Buy	+2,110	New	+$13.3K	﹤0.01%	252

Other funds holding GAB

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

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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