Oak Point Wealth Management’s Gabelli Equity Trust GAB Stock Holding History

Oak Point Wealth Management’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
2018 Q1	$535K	Buy	+90,688	New	+$559K	0.55%	55

Other funds holding GAB

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's GAB Position: Q1 2018 in Review

Oak Point Wealth Management opened a new position in Gabelli Equity Trust (GAB) in Q1 2018: 90,688 shares worth $535K. The stake represents 0.55% of the portfolio and ranks #55 among its holdings.

121 funds tracked by Wall St. Rank hold GAB as of Q1 2018.

Oak Point Wealth Management held 90,688 shares of Gabelli Equity Trust worth $535K as of Q1 2018.
Gabelli Equity Trust was a new Oak Point Wealth Management position in Q1 2018.
Gabelli Equity Trust made up 0.55% of Oak Point Wealth Management's portfolio in Q1 2018, its #55 holding.
121 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.