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Raleigh Capital Management’s Gabelli Equity Trust GAB Stock Holding History

Raleigh Capital 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
2022
Q4 		– Sell
-1,077
Closed -$6K – 811
2022
Q3 		$6K Buy
1,077
+28
+3% +$173 ﹤0.01% 455
2022
Q2 		$6K Buy
1,049
+27
+3% +$180 ﹤0.01% 416
2022
Q1 		$7K Buy
+1,022
New +$7.13K ﹤0.01% 419

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raleigh Capital Management's GAB Position: Q4 2022 in Review

Raleigh Capital Management sold out of Gabelli Equity Trust (GAB) in Q4 2022, closing a stake of 1,077 shares — an estimated $6K sold.

Raleigh Capital Management first reported a position in GAB in Q1 2022 and held it in 3 quarters. The position peaked at $7K in Q1 2022. 173 funds tracked by Wall St. Rank hold GAB as of Q4 2022.

  • Raleigh Capital Management reported no remaining Gabelli Equity Trust position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 1,077 Gabelli Equity Trust shares in Q4 2022, an estimated $6K.
  • Raleigh Capital Management first reported a position in Gabelli Equity Trust in Q1 2022 and held it in 3 quarters.
  • Raleigh Capital Management's Gabelli Equity Trust position peaked at $7K in Q1 2022.
  • 173 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.