Simplicity Solutions’s Gabelli Equity Trust GAB Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-26,319	Closed	-$161K	–	674
2020 Q4	$161K	Sell	26,319 -1,732	-6%	-$9.98K	﹤0.01%	917
2020 Q3	$140K	Hold	28,051	–	–	﹤0.01%	838
2020 Q2	$138K	Sell	28,051 -132	-0.5%	-$603	﹤0.01%	851
2020 Q1	$120K	Buy	28,183 +1,515	+6%	+$8.34K	﹤0.01%	698
2019 Q4	$159K	Hold	26,668	–	–	﹤0.01%	809
2019 Q3	$156K	Hold	26,668	–	–	0.01%	693
2019 Q2	$161K	Buy	+26,668	New	+$161K	0.01%	636
2018 Q4	–	Sell	-20,952	Closed	-$133K	–	680
2018 Q3	$133K	Hold	20,952	–	–	0.01%	542
2018 Q2	$128K	Buy	20,952 +492	+2%	+$3K	0.01%	482
2018 Q1	$122K	Sell	20,460 -1,705	-8%	-$10.5K	0.01%	357
2017 Q4	$134K	Buy	+22,165	New	+$135K	0.01%	358

Other funds holding GAB

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

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

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

PTC

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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Simplicity Solutions's GAB Position: Q1 2021 in Review

Simplicity Solutions sold out of Gabelli Equity Trust (GAB) in Q1 2021, closing a stake of 26,319 shares — an estimated $161K sold.

Simplicity Solutions first reported a position in GAB in Q4 2017 and held it in 11 quarters. The position peaked at $161K in Q4 2020. 130 funds tracked by Wall St. Rank hold GAB as of Q1 2021.

Simplicity Solutions reported no remaining Gabelli Equity Trust position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 26,319 Gabelli Equity Trust shares in Q1 2021, an estimated $161K.
Simplicity Solutions first reported a position in Gabelli Equity Trust in Q4 2017 and held it in 11 quarters.
Simplicity Solutions's Gabelli Equity Trust position peaked at $161K in Q4 2020.
130 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.