LFF
GAB icon

Level Four Financial’s Gabelli Equity Trust GAB Stock Holding History

Level Four Financial’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
Q3 		$372K Buy
55,925
+5,931
+12% +$40.2K 0.16% 161
2021
Q2 		$345K Sell
49,994
-999
-2% -$7K 0.15% 195
2021
Q1 		$340K Sell
50,993
-463
-0.9% -$2.96K 0.16% 177
2020
Q4 		$315K Buy
+51,456
New +$297K 0.14% 203

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $376B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $501B AUM 22.01% 1-Year Est. Return
HHGC
Hunting Hill Global Capital New York $83.8M AUM 17.34% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return