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Lee, Danner & Bass’s Gabelli Equity Trust GAB Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-500
Closed -$2.69K – 403
2024
Q4 		$2.69K Buy
+500
New +$2.77K ﹤0.01% 656

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Lee, Danner & Bass's GAB Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 500 shares — an estimated $2.69K sold.

Lee, Danner & Bass first reported a position in GAB in Q4 2024 and held it in 1 quarter. The position peaked at $2.69K in Q4 2024. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 500 Gabelli Equity Trust shares in Q1 2025, an estimated $2.69K.
  • Lee, Danner & Bass first reported a position in Gabelli Equity Trust in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Gabelli Equity Trust position peaked at $2.69K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.