RCA
GAB icon

Ranch Capital Advisors’s Gabelli Equity Trust GAB Stock Holding History

Ranch Capital 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
2021
Q4 		– Sell
-1,200
Closed -$8K – 305
2021
Q3 		$8K Buy
+1,200
New +$8.13K 0.01% 498
2021
Q2 		– Sell
-1,228
Closed -$8.61K – 679
2021
Q1 		$8K Hold
1,228
– – 0.01% 664
2020
Q4 		$7K Hold
1,228
– – 0.01% 679
2020
Q3 		$6K Hold
1,228
– – ﹤0.01% 695
2020
Q2 		$6K Hold
1,228
– – ﹤0.01% 726
2020
Q1 		$5K Hold
1,228
– – ﹤0.01% 714
2019
Q4 		$7K Buy
+1,228
New +$7.29K 0.01% 736

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return