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Hazlett, Burt & Watson’s Gabelli Equity Trust GAB Stock Holding History

Hazlett, Burt & Watson’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
2025
Q1 		– Sell
-303
Closed -$2K – 803
2024
Q4 		$2K Hold
303
– – ﹤0.01% 700
2024
Q3 		$2K Hold
303
– – ﹤0.01% 679
2024
Q2 		$2K Hold
303
– – ﹤0.01% 657
2024
Q1 		$2K Hold
303
– – ﹤0.01% 650
2023
Q4 		$2K Hold
303
– – ﹤0.01% 622
2023
Q3 		$2K Buy
+303
New +$1.67K ﹤0.01% 640

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return

Hazlett, Burt & Watson's GAB Position: Q1 2025 in Review

Hazlett, Burt & Watson sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 303 shares — an estimated $2K sold.

Hazlett, Burt & Watson first reported a position in GAB in Q3 2023 and held it in 6 quarters. The position peaked at $2K in Q4 2024. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

  • Hazlett, Burt & Watson reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 303 Gabelli Equity Trust shares in Q1 2025, an estimated $2K.
  • Hazlett, Burt & Watson first reported a position in Gabelli Equity Trust in Q3 2023 and held it in 6 quarters.
  • Hazlett, Burt & Watson's Gabelli Equity Trust position peaked at $2K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2025, filed 5 May 2025.