Advisor Group’s Reaves Utility Income Fund UTG.RT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-14,647
Closed -$5K 5274
2017
Q3
$5K Buy
+14,647
New +$2.97K ﹤0.01% 4325

Advisor Group's UTG.RT Position: Q4 2017 in Review

Advisor Group sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 14,647 shares — an estimated $5K sold.

Advisor Group first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

  • Advisor Group reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
  • Advisor Group sold 14,647 Reaves Utility Income Fund shares in Q4 2017, an estimated $5K.
  • Advisor Group first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
  • Advisor Group's Reaves Utility Income Fund position peaked at $5K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on Advisor Group's 13F filing for Q4 2017, filed 14 Feb 2018.