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Meridian Wealth Advisors’s Gabelli Equity Trust GAB Stock Holding History

Meridian Wealth Advisors’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
Q1 		– Sell
-3,975
Closed -$20K – 230
2018
Q4 		$20K Buy
+3,975
New +$22.8K 0.02% 355

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Meridian Wealth Advisors's GAB Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of Gabelli Equity Trust (GAB) in Q1 2019, closing a stake of 3,975 shares — an estimated $20K sold.

Meridian Wealth Advisors first reported a position in GAB in Q4 2018 and held it in 1 quarter. The position peaked at $20K in Q4 2018. 122 funds tracked by Wall St. Rank hold GAB as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining Gabelli Equity Trust position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 3,975 Gabelli Equity Trust shares in Q1 2019, an estimated $20K.
  • Meridian Wealth Advisors first reported a position in Gabelli Equity Trust in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's Gabelli Equity Trust position peaked at $20K in Q4 2018.
  • 122 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.