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Putney Financial Group’s Gabelli Equity Trust GAB Stock Holding History

Putney Financial Group’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
-18,679
Closed -$100K – 291
2024
Q4 		$100K Buy
+18,679
New +$103K 0.09% 95

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 $800M AUM 24.59% 1-Year Est. Return

Putney Financial Group's GAB Position: Q1 2025 in Review

Putney Financial Group sold out of Gabelli Equity Trust (GAB) in Q1 2025, closing a stake of 18,679 shares — an estimated $100K sold.

Putney Financial Group first reported a position in GAB in Q4 2024 and held it in 1 quarter. The position peaked at $100K in Q4 2024. 187 funds tracked by Wall St. Rank hold GAB as of Q1 2025.

  • Putney Financial Group reported no remaining Gabelli Equity Trust position as of Q1 2025 after selling out during the quarter.
  • Putney Financial Group sold 18,679 Gabelli Equity Trust shares in Q1 2025, an estimated $100K.
  • Putney Financial Group first reported a position in Gabelli Equity Trust in Q4 2024 and held it in 1 quarter.
  • Putney Financial Group's Gabelli Equity Trust position peaked at $100K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2025.

Based on Putney Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.