JWM
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Jeppson Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-1,841
Closed -$9K – 240
2020
Q3 		$9K Buy
+1,841
New +$9.43K 0.01% 396

Other funds holding GAB

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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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $915M AUM 19.16% 1-Year Est. Return

Jeppson Wealth Management's GAB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Gabelli Equity Trust (GAB) in Q4 2020, closing a stake of 1,841 shares — an estimated $9K sold.

Jeppson Wealth Management first reported a position in GAB in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 136 funds tracked by Wall St. Rank hold GAB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Gabelli Equity Trust position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,841 Gabelli Equity Trust shares in Q4 2020, an estimated $9K.
  • Jeppson Wealth Management first reported a position in Gabelli Equity Trust in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Gabelli Equity Trust position peaked at $9K in Q3 2020.
  • 136 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.