IHT Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

IHT 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
2018 Q2	–	Sell	-7,779	Closed	-$46K	–	781
2018 Q1	$46K	Hold	7,779	–	–	0.01%	705
2017 Q4	$48K	Sell	7,779 -62	-0.8%	-$378	0.01%	711
2017 Q3	$49K	Hold	7,841	–	–	0.02%	525
2017 Q2	$8	Sell	7,841 -28,154	-78%	-$167K	﹤0.01%	1014
2017 Q1	$206K	Buy	35,995 +698	+2%	+$3.96K	0.14%	171
2016 Q4	$190K	Buy	+35,297	New	+$187K	0.14%	168

Other funds holding GAB

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

KIM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

IHT Wealth Management's GAB Position: Q2 2018 in Review

IHT Wealth Management sold out of Gabelli Equity Trust (GAB) in Q2 2018, closing a stake of 7,779 shares — an estimated $46K sold.

IHT Wealth Management first reported a position in GAB in Q4 2016 and held it in 6 quarters. The position peaked at $206K in Q1 2017. 115 funds tracked by Wall St. Rank hold GAB as of Q2 2018.

IHT Wealth Management reported no remaining Gabelli Equity Trust position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 7,779 Gabelli Equity Trust shares in Q2 2018, an estimated $46K.
IHT Wealth Management first reported a position in Gabelli Equity Trust in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Gabelli Equity Trust position peaked at $206K in Q1 2017.
115 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.