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MassMutual Private Wealth & Trust’s Gabelli Equity Trust GAB Stock Holding History

MassMutual Private Wealth & Trust’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
2024
Q1 		– Sell
-3,531
Closed -$17.9K – 2078
2023
Q4 		$17.9K Buy
+3,531
New +$17.7K ﹤0.01% 847
2020
Q2 		– Sell
-12,722
Closed -$54K – 760
2020
Q1 		$54K Buy
+12,722
New +$70.1K ﹤0.01% 369

Other funds holding GAB

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

MassMutual Private Wealth & Trust's GAB Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of Gabelli Equity Trust (GAB) in Q1 2024, closing a stake of 3,531 shares — an estimated $17.9K sold.

MassMutual Private Wealth & Trust first reported a position in GAB in Q1 2020 and held it in 2 quarters. The position peaked at $54K in Q1 2020. 192 funds tracked by Wall St. Rank hold GAB as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining Gabelli Equity Trust position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 3,531 Gabelli Equity Trust shares in Q1 2024, an estimated $17.9K.
  • MassMutual Private Wealth & Trust first reported a position in Gabelli Equity Trust in Q1 2020 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Gabelli Equity Trust position peaked at $54K in Q1 2020.
  • 192 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.