AIC
UTG icon

Ameritas Investment Company’s Reaves Utility Income Fund UTG Stock Holding History

Ameritas Investment Company’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,965
Closed -$72K – 1536
2020
Q1 		$72K Buy
+2,965
New +$103K 0.01% 583
2019
Q2 		– Sell
-2,965
Closed -$100K – 847
2019
Q1 		$100K Buy
+2,965
New +$93.6K 0.02% 364

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Ameritas Investment Company's UTG Position: Q2 2020 in Review

Ameritas Investment Company sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 2,965 shares — an estimated $72K sold.

Ameritas Investment Company first reported a position in UTG in Q1 2019 and held it in 2 quarters. The position peaked at $100K in Q1 2019. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

  • Ameritas Investment Company reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 2,965 Reaves Utility Income Fund shares in Q2 2020, an estimated $72K.
  • Ameritas Investment Company first reported a position in Reaves Utility Income Fund in Q1 2019 and held it in 2 quarters.
  • Ameritas Investment Company's Reaves Utility Income Fund position peaked at $100K in Q1 2019.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.