Wealthcare Advisory Partners’s Gabelli Equity Trust GAB Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-6,650	Closed	-$44K	–	1045
2021 Q1	$44K	Buy	+6,650	New	+$42.5K	﹤0.01%	915
2020 Q4	–	Sell	-13,350	Closed	-$66K	–	445
2020 Q3	$66K	Hold	13,350	–	–	0.01%	356
2020 Q2	$66K	Hold	13,350	–	–	0.01%	313
2020 Q1	$57K	Buy	+13,350	New	+$73.5K	0.01%	483

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 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

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

Wealthcare Advisory Partners's GAB Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Gabelli Equity Trust (GAB) in Q2 2021, closing a stake of 6,650 shares — an estimated $44K sold.

Wealthcare Advisory Partners first reported a position in GAB in Q1 2020 and held it in 4 quarters. The position peaked at $66K in Q3 2020. 142 funds tracked by Wall St. Rank hold GAB as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Gabelli Equity Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 6,650 Gabelli Equity Trust shares in Q2 2021, an estimated $44K.
Wealthcare Advisory Partners first reported a position in Gabelli Equity Trust in Q1 2020 and held it in 4 quarters.
Wealthcare Advisory Partners's Gabelli Equity Trust position peaked at $66K in Q3 2020.
142 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.