Kore Private Wealth’s Gabelli Equity Trust GAB Stock Holding History

Kore Private Wealth’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
2019 Q2	–	Sell	-9,130	Closed	-$55K	–	438
2019 Q1	$55K	Hold	9,130	–	–	0.01%	367
2018 Q4	$46K	Buy	+9,130	New	+$52.3K	0.01%	386

Other funds holding GAB

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

PTC

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Kore Private Wealth's GAB Position: Q2 2019 in Review

Kore Private Wealth sold out of Gabelli Equity Trust (GAB) in Q2 2019, closing a stake of 9,130 shares — an estimated $55K sold.

Kore Private Wealth first reported a position in GAB in Q4 2018 and held it in 2 quarters. The position peaked at $55K in Q1 2019. 122 funds tracked by Wall St. Rank hold GAB as of Q2 2019.

Kore Private Wealth reported no remaining Gabelli Equity Trust position as of Q2 2019 after selling out during the quarter.
Kore Private Wealth sold 9,130 Gabelli Equity Trust shares in Q2 2019, an estimated $55K.
Kore Private Wealth first reported a position in Gabelli Equity Trust in Q4 2018 and held it in 2 quarters.
Kore Private Wealth's Gabelli Equity Trust position peaked at $55K in Q1 2019.
122 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.