Kelman-Lazarov Inc’s Gabelli Equity Trust GAB Stock Holding History

Kelman-Lazarov Inc’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 Q1	–	Sell	-19,540	Closed	-$118K	–	113
2017 Q4	$118K	Buy	19,540 +2,306	+13%	+$14.1K	0.06%	117
2017 Q3	$109K	Hold	17,234	–	–	0.06%	115
2017 Q2	$103K	Buy	+17,234	New	+$102K	0.06%	115
2016 Q4	–	Sell	-17,234	Closed	-$92.6K	–	329
2016 Q3	$92.6K	Hold	17,234	–	–	0.05%	145
2016 Q2	$92.8K	Buy	17,234 +454	+3%	+$2.42K	0.05%	147
2016 Q1	$88K	Buy	+16,780	New	+$81.2K	0.05%	154

Other funds holding GAB

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

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

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

Kelman-Lazarov Inc's GAB Position: Q1 2018 in Review

Kelman-Lazarov Inc sold out of Gabelli Equity Trust (GAB) in Q1 2018, closing a stake of 19,540 shares — an estimated $118K sold.

Kelman-Lazarov Inc first reported a position in GAB in Q1 2016 and held it in 6 quarters. The position peaked at $118K in Q4 2017. 121 funds tracked by Wall St. Rank hold GAB as of Q1 2018.

Kelman-Lazarov Inc reported no remaining Gabelli Equity Trust position as of Q1 2018 after selling out during the quarter.
Kelman-Lazarov Inc sold 19,540 Gabelli Equity Trust shares in Q1 2018, an estimated $118K.
Kelman-Lazarov Inc first reported a position in Gabelli Equity Trust in Q1 2016 and held it in 6 quarters.
Kelman-Lazarov Inc's Gabelli Equity Trust position peaked at $118K in Q4 2017.
121 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2018.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2018, filed 8 May 2018.