WealthPLAN Partners’s Gabelli Equity Trust GAB Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-377	Closed	-$2.19K	–	609
2023 Q2	$2.19K	Hold	377	–	–	﹤0.01%	1066
2023 Q1	$2.16K	Buy	+377	New	+$2.16K	﹤0.01%	1122
2016 Q3	$5.06K	Sell	943 -942	-50%	-$5.19K	﹤0.01%	715
2016 Q2	$5.02K	Buy	+1,885	New	+$10K	﹤0.01%	1985

Other funds holding GAB

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

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

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

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

PTC

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

WealthPLAN Partners's GAB Position: Q3 2023 in Review

WealthPLAN Partners sold out of Gabelli Equity Trust (GAB) in Q3 2023, closing a stake of 377 shares — an estimated $2.19K sold.

WealthPLAN Partners first reported a position in GAB in Q2 2016 and held it in 4 quarters. The position peaked at $5.06K in Q3 2016. 166 funds tracked by Wall St. Rank hold GAB as of Q3 2023.

WealthPLAN Partners reported no remaining Gabelli Equity Trust position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 377 Gabelli Equity Trust shares in Q3 2023, an estimated $2.19K.
WealthPLAN Partners first reported a position in Gabelli Equity Trust in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's Gabelli Equity Trust position peaked at $5.06K in Q3 2016.
166 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.