BWP
GUT.RT

Balboa Wealth Partners’s The Gabelli Utility Trust Rights (expiring October 21, 2024) GUT.RT Stock Holding History

Balboa Wealth Partners’s Portfolio GUT.RT Stock Details GUT.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-127,695
Closed -$3.51K – 395
2024
Q3 		$3.51K Buy
+127,695
New +$3.52K ﹤0.01% 332

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Balboa Wealth Partners's GUT.RT Position: Q4 2024 in Review

Balboa Wealth Partners sold out of The Gabelli Utility Trust Rights (expiring October 21, 2024) (GUT.RT) in Q4 2024, closing a stake of 127,695 shares — an estimated $3.51K sold.

Balboa Wealth Partners first reported a position in GUT.RT in Q3 2024 and held it in 1 quarter. The position peaked at $3.51K in Q3 2024. 1 fund tracked by Wall St. Rank holds GUT.RT as of Q4 2024.

  • Balboa Wealth Partners reported no remaining The Gabelli Utility Trust Rights (expiring October 21, 2024) position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 127,695 The Gabelli Utility Trust Rights (expiring October 21, 2024) shares in Q4 2024, an estimated $3.51K.
  • Balboa Wealth Partners first reported a position in The Gabelli Utility Trust Rights (expiring October 21, 2024) in Q3 2024 and held it in 1 quarter.
  • Balboa Wealth Partners's The Gabelli Utility Trust Rights (expiring October 21, 2024) position peaked at $3.51K in Q3 2024.
  • 1 fund tracked by Wall St. Rank held The Gabelli Utility Trust Rights (expiring October 21, 2024) as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.