Baystate Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Baystate Wealth Management’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
2023 Q4	$53.7K	Buy	+2,007	New	+$51.3K	﹤0.01%	365

Other funds holding UTG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Baystate Wealth Management's UTG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Reaves Utility Income Fund (UTG) in Q4 2023: 2,007 shares worth $53.7K. The stake represents ﹤0.01% of the portfolio and ranks #365 among its holdings.

158 funds tracked by Wall St. Rank hold UTG as of Q4 2023.

Baystate Wealth Management held 2,007 shares of Reaves Utility Income Fund worth $53.7K as of Q4 2023.
Reaves Utility Income Fund was a new Baystate Wealth Management position in Q4 2023.
Reaves Utility Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #365 holding.
158 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.