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Joseph P. Lucia & Associates’s Gabelli Equity Trust GAB Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q2 		– Sell
-153
Closed -$1K – 589
2021
Q1 		$1K Buy
+153
New +$977 ﹤0.01% 538

Other funds holding GAB

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Joseph P. Lucia & Associates's GAB Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of Gabelli Equity Trust (GAB) in Q2 2021, closing a stake of 153 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in GAB in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 142 funds tracked by Wall St. Rank hold GAB as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining Gabelli Equity Trust position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 153 Gabelli Equity Trust shares in Q2 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in Gabelli Equity Trust in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Gabelli Equity Trust position peaked at $1K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.