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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 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 $1.89T AUM 35.08% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

YCM

Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return

Gradient Investments's GAB Position: Q2 2015 in Review

Gradient Investments sold out of Gabelli Equity Trust (GAB) in Q2 2015, closing a stake of 586 shares — an estimated $4K sold.

Gradient Investments first reported a position in GAB in Q2 2013 and held it in 3 quarters. The position peaked at $15K in Q4 2014. 71 funds tracked by Wall St. Rank hold GAB as of Q2 2015.

Gradient Investments reported no remaining Gabelli Equity Trust position as of Q2 2015 after selling out during the quarter.
Gradient Investments sold 586 Gabelli Equity Trust shares in Q2 2015, an estimated $4K.
Gradient Investments first reported a position in Gabelli Equity Trust in Q2 2013 and held it in 3 quarters.
Gradient Investments's Gabelli Equity Trust position peaked at $15K in Q4 2014.
71 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2015.

Based on Gradient Investments's 13F filing for Q2 2015, filed 25 Aug 2015.