BCWM
GUT

Bartlett & Co Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-2,589
Closed -$20.5K – 1143
2020
Q4 		$20.5K Hold
2,589
– – ﹤0.01% 662
2020
Q3 		$19.1K Hold
2,589
– – ﹤0.01% 620
2020
Q2 		$18.2K Hold
2,589
– – ﹤0.01% 619
2020
Q1 		$14.8K Hold
2,589
– – ﹤0.01% 612
2019
Q4 		$19.6K Hold
2,589
– – ﹤0.01% 657
2019
Q3 		$18.7K Hold
2,589
– – ﹤0.01% 662
2019
Q2 		$17.6K Buy
+2,589
New +$17.5K ﹤0.01% 545

Other funds holding GUT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's GUT Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Gabelli Utility Trust (GUT) in Q1 2021, closing a stake of 2,589 shares — an estimated $20.5K sold.

Bartlett & Co Wealth Management first reported a position in GUT in Q2 2019 and held it in 7 quarters. The position peaked at $20.5K in Q4 2020. 62 funds tracked by Wall St. Rank hold GUT as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Gabelli Utility Trust position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,589 Gabelli Utility Trust shares in Q1 2021, an estimated $20.5K.
  • Bartlett & Co Wealth Management first reported a position in Gabelli Utility Trust in Q2 2019 and held it in 7 quarters.
  • Bartlett & Co Wealth Management's Gabelli Utility Trust position peaked at $20.5K in Q4 2020.
  • 62 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.