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Avantax Planning Partners’s Reaves Utility Income Fund UTG Stock Holding History

Avantax Planning 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
2019
Q4 		– Sell
-15,000
Closed -$551K – 320
2019
Q3 		$551K Hold
15,000
– – 0.03% 158
2019
Q2 		$542K Hold
15,000
– – 0.04% 159
2019
Q1 		$505K Buy
+15,000
New +$474K 0.04% 162

Other funds holding UTG

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Avantax Planning Partners's UTG Position: Q4 2019 in Review

Avantax Planning Partners sold out of Reaves Utility Income Fund (UTG) in Q4 2019, closing a stake of 15,000 shares — an estimated $551K sold.

Avantax Planning Partners first reported a position in UTG in Q1 2019 and held it in 3 quarters. The position peaked at $551K in Q3 2019. 130 funds tracked by Wall St. Rank hold UTG as of Q4 2019.

  • Avantax Planning Partners reported no remaining Reaves Utility Income Fund position as of Q4 2019 after selling out during the quarter.
  • Avantax Planning Partners sold 15,000 Reaves Utility Income Fund shares in Q4 2019, an estimated $551K.
  • Avantax Planning Partners first reported a position in Reaves Utility Income Fund in Q1 2019 and held it in 3 quarters.
  • Avantax Planning Partners's Reaves Utility Income Fund position peaked at $551K in Q3 2019.
  • 130 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2019.

Based on Avantax Planning Partners's 13F filing for Q4 2019, filed 15 Jan 2020.