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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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 $800M AUM 24.59% 1-Year Est. Return

Ranch Capital Advisors's GAB Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Gabelli Equity Trust (GAB) in Q4 2021, closing a stake of 1,200 shares — an estimated $8K sold.

Ranch Capital Advisors first reported a position in GAB in Q4 2019 and held it in 7 quarters. The position peaked at $8K in Q3 2021. 171 funds tracked by Wall St. Rank hold GAB as of Q4 2021.

Ranch Capital Advisors reported no remaining Gabelli Equity Trust position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,200 Gabelli Equity Trust shares in Q4 2021, an estimated $8K.
Ranch Capital Advisors first reported a position in Gabelli Equity Trust in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Gabelli Equity Trust position peaked at $8K in Q3 2021.
171 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.