AWM
GUT

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

Arbor 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
2016
Q1 		– Sell
-14,035
Closed -$79K – 87
2015
Q4 		$79K Buy
+14,035
New +$80.2K 0.09% 93

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Arbor Wealth Management's GUT Position: Q1 2016 in Review

Arbor Wealth Management sold out of Gabelli Utility Trust (GUT) in Q1 2016, closing a stake of 14,035 shares — an estimated $79K sold.

Arbor Wealth Management first reported a position in GUT in Q4 2015 and held it in 1 quarter. The position peaked at $79K in Q4 2015. 35 funds tracked by Wall St. Rank hold GUT as of Q1 2016.

  • Arbor Wealth Management reported no remaining Gabelli Utility Trust position as of Q1 2016 after selling out during the quarter.
  • Arbor Wealth Management sold 14,035 Gabelli Utility Trust shares in Q1 2016, an estimated $79K.
  • Arbor Wealth Management first reported a position in Gabelli Utility Trust in Q4 2015 and held it in 1 quarter.
  • Arbor Wealth Management's Gabelli Utility Trust position peaked at $79K in Q4 2015.
  • 35 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2016.

Based on Arbor Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.