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Strategic Investment Advisors’s Gabelli Equity Trust GAB Stock Holding History

Strategic Investment 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
Q2 		– Sell
-17,978
Closed -$120K – 192
2021
Q1 		$120K Buy
+17,978
New +$115K 0.03% 192

Other funds holding GAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Investment Advisors's GAB Position: Q2 2021 in Review

Strategic Investment Advisors sold out of Gabelli Equity Trust (GAB) in Q2 2021, closing a stake of 17,978 shares — an estimated $120K sold.

Strategic Investment Advisors first reported a position in GAB in Q1 2021 and held it in 1 quarter. The position peaked at $120K in Q1 2021. 142 funds tracked by Wall St. Rank hold GAB as of Q2 2021.

  • Strategic Investment Advisors reported no remaining Gabelli Equity Trust position as of Q2 2021 after selling out during the quarter.
  • Strategic Investment Advisors sold 17,978 Gabelli Equity Trust shares in Q2 2021, an estimated $120K.
  • Strategic Investment Advisors first reported a position in Gabelli Equity Trust in Q1 2021 and held it in 1 quarter.
  • Strategic Investment Advisors's Gabelli Equity Trust position peaked at $120K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2021.

Based on Strategic Investment Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.