AWA
GUT

Arete Wealth Advisors’s Gabelli Utility Trust GUT Stock Holding History

Arete Wealth Advisors’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
2022
Q3 		– Sell
-20,623
Closed -$139K – 602
2022
Q2 		$139K Buy
+20,623
New +$141K 0.01% 439
2019
Q3 		– Sell
-16,960
Closed -$115K – 423
2019
Q2 		$115K Buy
16,960
+1,231
+8% +$8.32K 0.02% 380
2019
Q1 		$107K Buy
+15,729
New +$100K 0.02% 377

Other funds holding GUT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Arete Wealth Advisors's GUT Position: Q3 2022 in Review

Arete Wealth Advisors sold out of Gabelli Utility Trust (GUT) in Q3 2022, closing a stake of 20,623 shares — an estimated $139K sold.

Arete Wealth Advisors first reported a position in GUT in Q1 2019 and held it in 3 quarters. The position peaked at $139K in Q2 2022. 72 funds tracked by Wall St. Rank hold GUT as of Q3 2022.

  • Arete Wealth Advisors reported no remaining Gabelli Utility Trust position as of Q3 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 20,623 Gabelli Utility Trust shares in Q3 2022, an estimated $139K.
  • Arete Wealth Advisors first reported a position in Gabelli Utility Trust in Q1 2019 and held it in 3 quarters.
  • Arete Wealth Advisors's Gabelli Utility Trust position peaked at $139K in Q2 2022.
  • 72 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2022.

Based on Arete Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.