APA
UTES icon

American Portfolios Advisors’s Virtus Reaves Utilities ETF UTES Stock Holding History

American Portfolios Advisors’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-608
Closed -$25.4K – 2925
2019
Q3 		$25.4K Buy
+608
New +$24.2K ﹤0.01% 1564

Other funds holding UTES

NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RICHC
Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

American Portfolios Advisors's UTES Position: Q4 2019 in Review

American Portfolios Advisors sold out of Virtus Reaves Utilities ETF (UTES) in Q4 2019, closing a stake of 608 shares — an estimated $25.4K sold.

American Portfolios Advisors first reported a position in UTES in Q3 2019 and held it in 1 quarter. The position peaked at $25.4K in Q3 2019. 17 funds tracked by Wall St. Rank hold UTES as of Q4 2019.

  • American Portfolios Advisors reported no remaining Virtus Reaves Utilities ETF position as of Q4 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 608 Virtus Reaves Utilities ETF shares in Q4 2019, an estimated $25.4K.
  • American Portfolios Advisors first reported a position in Virtus Reaves Utilities ETF in Q3 2019 and held it in 1 quarter.
  • American Portfolios Advisors's Virtus Reaves Utilities ETF position peaked at $25.4K in Q3 2019.
  • 17 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q4 2019.

Based on American Portfolios Advisors's 13F filing for Q4 2019, filed 24 Mar 2023.