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Ancora Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Ancora Advisors’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
2024
Q3 		– Sell
-21
Closed -$574 – 1904
2024
Q2 		$574 Buy
+21
New +$572 ﹤0.01% 1700
2016
Q1 		– Sell
-16,000
Closed -$416K – 518
2015
Q4 		$416K Buy
+16,000
New +$441K 0.05% 327

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ancora Advisors's UTG Position: Q3 2024 in Review

Ancora Advisors sold out of Reaves Utility Income Fund (UTG) in Q3 2024, closing a stake of 21 shares — an estimated $574 sold.

Ancora Advisors first reported a position in UTG in Q4 2015 and held it in 2 quarters. The position peaked at $416K in Q4 2015. 198 funds tracked by Wall St. Rank hold UTG as of Q3 2024.

  • Ancora Advisors reported no remaining Reaves Utility Income Fund position as of Q3 2024 after selling out during the quarter.
  • Ancora Advisors sold 21 Reaves Utility Income Fund shares in Q3 2024, an estimated $574.
  • Ancora Advisors first reported a position in Reaves Utility Income Fund in Q4 2015 and held it in 2 quarters.
  • Ancora Advisors's Reaves Utility Income Fund position peaked at $416K in Q4 2015.
  • 198 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2024.

Based on Ancora Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.