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Gabelli Equity Trust shares owned by Oak Point Wealth Management

Quarter-by-quarter ownership of Gabelli Equity Trust (GAB) shares owned by Oak Point Wealth Management from 13F filings

Historical chart of Oak Point Wealth Management investment in Gabelli Equity Trust

Tip: Access up to 7 years of quarterly data

All positions including Gabelli Equity Trust held by Oak Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Gabelli Equity Trust by Oak Point Wealth Management

Quarter filed Position value Share count Share price at filing
2018-03-31 $535k 89k 6.04

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iShares S&P 1500 Index Fund (ITOT)
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Powershares Exchange
SPDR S&P Dividend (SDY)
iShares Dow Jones EPAC Sel Div Ind (IDV)
Vanguard High Dividend Yield ETF (VYM)
Fs Investment Corporation
Nuveen Barclays Shrt Term Muni bdfund (SHM)
Ishares Inc msci world idx (URTH)
Legg Mason Etf Equity Tr low divi etf (LVHD)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
WisdomTree LargeCap Dividend Fund (DLN)
WisdomTree Emerging Markets Eq (DEM)
Ishares Tr core tl usd bd (IUSB)
Vaneck Vectors Amt-free Intermediate Municipal Index Etf etf

View all positions for Oak Point Wealth Management

Top funds holding Gabelli Equity Trust

LPL Financial
Commonwealth Equity Services
Philadelphia Trust Company
Cohen & Steers Capital Management
GAMCO Asset Management
Bank of America Corporation
Shaker Financial Services
Royal Bank of Canada
Live Oak Private Wealth
Cetera Investment Advisers
Scotia Capital
Wells Fargo & Company
Creative Planning
International Assets Investment Management
UBS Group

View all funds holding Gabelli Equity Trust