Squar Milner Financial Services’s Gabelli Equity Trust GAB Stock Holding History

Squar Milner Financial Services’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
2018 Q3	–	Sell	-9,207	Closed	-$56K	–	790
2018 Q2	$56K	Buy	+9,207	New	+$56K	0.05%	313

Other funds holding GAB

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Squar Milner Financial Services's GAB Position: Q3 2018 in Review

Squar Milner Financial Services sold out of Gabelli Equity Trust (GAB) in Q3 2018, closing a stake of 9,207 shares — an estimated $56K sold.

Squar Milner Financial Services first reported a position in GAB in Q2 2018 and held it in 1 quarter. The position peaked at $56K in Q2 2018. 122 funds tracked by Wall St. Rank hold GAB as of Q3 2018.

Squar Milner Financial Services reported no remaining Gabelli Equity Trust position as of Q3 2018 after selling out during the quarter.
Squar Milner Financial Services sold 9,207 Gabelli Equity Trust shares in Q3 2018, an estimated $56K.
Squar Milner Financial Services first reported a position in Gabelli Equity Trust in Q2 2018 and held it in 1 quarter.
Squar Milner Financial Services's Gabelli Equity Trust position peaked at $56K in Q2 2018.
122 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.