WealthOne’s Gabelli Equity Trust GAB Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-1,340	Closed	-$7K	–	245
2018 Q4	$7K	Buy	+1,340	New	+$7.68K	0.01%	415

Other funds holding GAB

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

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

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

PTC

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

WealthOne's GAB Position: Q1 2019 in Review

WealthOne sold out of Gabelli Equity Trust (GAB) in Q1 2019, closing a stake of 1,340 shares — an estimated $7K sold.

WealthOne first reported a position in GAB in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 122 funds tracked by Wall St. Rank hold GAB as of Q1 2019.

WealthOne reported no remaining Gabelli Equity Trust position as of Q1 2019 after selling out during the quarter.
WealthOne sold 1,340 Gabelli Equity Trust shares in Q1 2019, an estimated $7K.
WealthOne first reported a position in Gabelli Equity Trust in Q4 2018 and held it in 1 quarter.
WealthOne's Gabelli Equity Trust position peaked at $7K in Q4 2018.
122 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.