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WESPAC Advisors SoCal’s Gabelli Equity Trust GAB Stock Holding History

WESPAC Advisors SoCal’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
2020
Q2 		– Sell
-18,965
Closed -$82K – 81
2020
Q1 		$82K Buy
+18,965
New +$104K 0.05% 74

Other funds holding GAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $717M AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WESPAC Advisors SoCal's GAB Position: Q2 2020 in Review

WESPAC Advisors SoCal sold out of Gabelli Equity Trust (GAB) in Q2 2020, closing a stake of 18,965 shares — an estimated $82K sold.

WESPAC Advisors SoCal first reported a position in GAB in Q1 2020 and held it in 1 quarter. The position peaked at $82K in Q1 2020. 118 funds tracked by Wall St. Rank hold GAB as of Q2 2020.

  • WESPAC Advisors SoCal reported no remaining Gabelli Equity Trust position as of Q2 2020 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 18,965 Gabelli Equity Trust shares in Q2 2020, an estimated $82K.
  • WESPAC Advisors SoCal first reported a position in Gabelli Equity Trust in Q1 2020 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Gabelli Equity Trust position peaked at $82K in Q1 2020.
  • 118 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q2 2020.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2020, filed 17 Jul 2020.