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Mutual Advisors’s Gabelli Equity Trust GAB Stock Holding History

Mutual 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
2025
Q1 		– Sell
-11,777
Closed -$64.1K – 1110
2024
Q4 		$64.1K Buy
11,777
+87
+0.7% +$481 ﹤0.01% 1059
2024
Q3 		$63.5K Buy
11,690
+82
+0.7% +$443 ﹤0.01% 1073
2024
Q2 		$62.7K Buy
11,608
+85
+0.7% +$458 ﹤0.01% 1066
2024
Q1 		$63.6K Buy
11,523
+77
+0.7% +$408 ﹤0.01% 1067
2023
Q4 		$58.1K Buy
11,446
+79
+0.7% +$396 ﹤0.01% 992
2023
Q3 		$58.3K Buy
11,367
+79
+0.7% +$434 ﹤0.01% 951
2023
Q2 		$65.5K Buy
+11,288
New +$63.2K ﹤0.01% 980

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 $2.96B AUM 23.14% 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 $915M AUM 19.16% 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 $717M AUM 19.68% 1-Year Est. Return

Mutual Advisors's GAB Position: Q1 2025 in Review

Mutual Advisors sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 11,777 shares — an estimated $64.1K sold.

Mutual Advisors first reported a position in GAB in Q2 2023 and held it in 7 quarters. The position peaked at $65.5K in Q2 2023. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

  • Mutual Advisors reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
  • Mutual Advisors sold 11,777 Gabelli Equity Trust shares in Q1 2025, an estimated $64.1K.
  • Mutual Advisors first reported a position in Gabelli Equity Trust in Q2 2023 and held it in 7 quarters.
  • Mutual Advisors's Gabelli Equity Trust position peaked at $65.5K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.