AWM
GUT

AE Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

AE Wealth Management’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
2023
Q4 		– Sell
-18,045
Closed -$93.2K – 2108
2023
Q3 		$93.2K Buy
18,045
+97
+0.5% +$641 ﹤0.01% 1844
2023
Q2 		$119K Buy
17,948
+42
+0.2% +$284 ﹤0.01% 1792
2023
Q1 		$125K Buy
+17,906
New +$127K ﹤0.01% 1774

Other funds holding GUT

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

AE Wealth Management's GUT Position: Q4 2023 in Review

AE Wealth Management sold out of Gabelli Utility Trust (GUT) in Q4 2023, closing a stake of 18,045 shares — an estimated $93.2K sold.

AE Wealth Management first reported a position in GUT in Q1 2023 and held it in 3 quarters. The position peaked at $125K in Q1 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q4 2023.

  • AE Wealth Management reported no remaining Gabelli Utility Trust position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 18,045 Gabelli Utility Trust shares in Q4 2023, an estimated $93.2K.
  • AE Wealth Management first reported a position in Gabelli Utility Trust in Q1 2023 and held it in 3 quarters.
  • AE Wealth Management's Gabelli Utility Trust position peaked at $125K in Q1 2023.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2023.

Based on AE Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.