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WFG Advisors’s Gabelli Equity Trust GAB Stock Holding History

WFG 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
2016
Q4 		– Sell
-933
Closed -$5K – 1618
2016
Q3 		$5K Sell
933
-434
-32% -$2.39K ﹤0.01% 1267
2016
Q2 		$7K Buy
1,367
+23
+2% +$123 ﹤0.01% 1169
2016
Q1 		$7K Buy
1,344
+24
+2% +$116 ﹤0.01% 1124
2015
Q4 		$7K Buy
1,320
+30
+2% +$161 ﹤0.01% 1156
2015
Q3 		$7K Sell
1,290
-596
-32% -$3.39K ﹤0.01% 1178
2015
Q2 		$11K Buy
1,886
+32
+2% +$201 ﹤0.01% 1156
2015
Q1 		$12K Sell
1,854
-9,249
-83% -$58.3K ﹤0.01% 1142
2014
Q4 		$70K Buy
11,103
+9,318
+522% +$59.3K 0.01% 760
2014
Q3 		$11K Sell
1,785
-950
-35% -$6.58K ﹤0.01% 1462
2014
Q2 		$20K Buy
2,735
+27
+1% +$192 ﹤0.01% 1273
2014
Q1 		$20K Buy
2,708
+25
+0.9% +$183 ﹤0.01% 1244
2013
Q4 		$20K Buy
2,683
+549
+26% +$3.72K ﹤0.01% 1344
2013
Q3 		$14K Sell
2,134
-8,071
-79% -$52K ﹤0.01% 1396
2013
Q2 		$64K Buy
+10,205
New +$64.4K 0.01% 797

Other funds holding GAB

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's GAB Position: Q4 2016 in Review

WFG Advisors sold out of Gabelli Equity Trust (GAB) in Q4 2016, closing a stake of 933 shares — an estimated $5K sold.

WFG Advisors first reported a position in GAB in Q2 2013 and held it in 14 quarters. The position peaked at $70K in Q4 2014. 96 funds tracked by Wall St. Rank hold GAB as of Q4 2016.

  • WFG Advisors reported no remaining Gabelli Equity Trust position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 933 Gabelli Equity Trust shares in Q4 2016, an estimated $5K.
  • WFG Advisors first reported a position in Gabelli Equity Trust in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's Gabelli Equity Trust position peaked at $70K in Q4 2014.
  • 96 funds tracked by Wall St. Rank held Gabelli Equity Trust as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.