AG
GUT

Advisor Group’s Gabelli Utility Trust GUT Stock Holding History

Advisor Group’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$198K Buy
26,131
+4,836
+23% +$35.9K ﹤0.01% 2399
2019
Q3 		$154K Sell
21,295
-1,534
-7% -$10.7K ﹤0.01% 2527
2019
Q2 		$155K Sell
22,829
-1,283
-5% -$8.68K ﹤0.01% 2512
2019
Q1 		$163K Buy
24,112
+3,078
+15% +$19.7K ﹤0.01% 2445
2018
Q4 		$122K Buy
21,034
+378
+2% +$2.24K ﹤0.01% 2482
2018
Q3 		$117K Buy
20,656
+7,387
+56% +$42.2K ﹤0.01% 2633
2018
Q2 		$76K Sell
13,269
-11,871
-47% -$68.3K ﹤0.01% 2748
2018
Q1 		$153K Buy
25,140
+3,666
+17% +$24.7K ﹤0.01% 2190
2017
Q4 		$148K Buy
21,474
+8,413
+64% +$58K ﹤0.01% 2248
2017
Q3 		$89K Buy
13,061
+8,208
+169% +$56.1K ﹤0.01% 2506
2017
Q2 		$33K Buy
4,853
+1,235
+34% +$8.24K ﹤0.01% 3135
2017
Q1 		$24K Buy
3,618
+738
+26% +$4.73K ﹤0.01% 3252
2016
Q4 		$17K Buy
2,880
+462
+19% +$2.88K ﹤0.01% 3310
2016
Q3 		$16K Sell
2,418
-667
-22% -$4.38K ﹤0.01% 3290
2016
Q2 		$20K Buy
+3,085
New +$19.2K ﹤0.01% 3060

Other funds holding GUT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's GUT Position: Q4 2019 in Review

Advisor Group increased its Gabelli Utility Trust (GUT) stake by 23% in Q4 2019, buying an estimated $35.9K and bringing the position to 26,131 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2399.

Advisor Group first reported a position in GUT in Q2 2016 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold GUT as of Q4 2019.

  • Advisor Group held 26,131 shares of Gabelli Utility Trust worth $198K as of Q4 2019.
  • Advisor Group bought 4,836 Gabelli Utility Trust shares in Q4 2019, an estimated $35.9K.
  • Gabelli Utility Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2399 holding.
  • Advisor Group first reported a position in Gabelli Utility Trust in Q2 2016 and has held it in 15 quarters since.
  • 43 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.