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Ausdal Financial Partners’s Reaves Utility Income Fund UTG Stock Holding History

Ausdal Financial Partners’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
2016
Q1 		– Sell
-466
Closed -$12K – 986
2015
Q4 		$12K Buy
+466
New +$12.8K 0.01% 866

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Ausdal Financial Partners's UTG Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Reaves Utility Income Fund (UTG) in Q1 2016, closing a stake of 466 shares — an estimated $12K sold.

Ausdal Financial Partners first reported a position in UTG in Q4 2015 and held it in 1 quarter. The position peaked at $12K in Q4 2015. 68 funds tracked by Wall St. Rank hold UTG as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Reaves Utility Income Fund position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 466 Reaves Utility Income Fund shares in Q1 2016, an estimated $12K.
  • Ausdal Financial Partners first reported a position in Reaves Utility Income Fund in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Reaves Utility Income Fund position peaked at $12K in Q4 2015.
  • 68 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.