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Shepherd Financial Partners’s Gabelli Equity Trust GAB Stock Holding History

Shepherd Financial Partners’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
2020
Q3 		– Sell
-11,778
Closed -$58K – 131
2020
Q2 		$58K Buy
+11,778
New +$53.8K 0.02% 123

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LOPW
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Shepherd Financial Partners's GAB Position: Q3 2020 in Review

Shepherd Financial Partners sold out of Gabelli Equity Trust (GAB) in Q3 2020, closing a stake of 11,778 shares — an estimated $58K sold.

Shepherd Financial Partners first reported a position in GAB in Q2 2020 and held it in 1 quarter. The position peaked at $58K in Q2 2020. 118 funds tracked by Wall St. Rank hold GAB as of Q3 2020.

  • Shepherd Financial Partners reported no remaining Gabelli Equity Trust position as of Q3 2020 after selling out during the quarter.
  • Shepherd Financial Partners sold 11,778 Gabelli Equity Trust shares in Q3 2020, an estimated $58K.
  • Shepherd Financial Partners first reported a position in Gabelli Equity Trust in Q2 2020 and held it in 1 quarter.
  • Shepherd Financial Partners's Gabelli Equity Trust position peaked at $58K in Q2 2020.
  • 118 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2020.

Based on Shepherd Financial Partners's 13F filing for Q3 2020, filed 5 Nov 2020.