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Pinnacle Summer Investments’s Gabelli Equity Trust GAB Stock Holding History

Pinnacle Summer Investments’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
2014
Q2 		– Sell
-480
Closed -$3K – 1011
2014
Q1 		$3K Hold
480
– – ﹤0.01% 850
2013
Q4 		$4K Buy
+480
New +$3.25K ﹤0.01% 825

Other funds holding GAB

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
IMS
Index Management Solutions Philadelphia, Pennsylvania $101M AUM 12.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Summer Investments's GAB Position: Q2 2014 in Review

Pinnacle Summer Investments sold out of Gabelli Equity Trust (GAB) in Q2 2014, closing a stake of 480 shares — an estimated $3K sold.

Pinnacle Summer Investments first reported a position in GAB in Q4 2013 and held it in 2 quarters. The position peaked at $4K in Q4 2013. 63 funds tracked by Wall St. Rank hold GAB as of Q2 2014.

  • Pinnacle Summer Investments reported no remaining Gabelli Equity Trust position as of Q2 2014 after selling out during the quarter.
  • Pinnacle Summer Investments sold 480 Gabelli Equity Trust shares in Q2 2014, an estimated $3K.
  • Pinnacle Summer Investments first reported a position in Gabelli Equity Trust in Q4 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's Gabelli Equity Trust position peaked at $4K in Q4 2013.
  • 63 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2014.

Based on Pinnacle Summer Investments's 13F filing for Q2 2014, filed 8 Aug 2014.