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BDO Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

BDO Wealth Advisors’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
2017
Q3 		– Sell
-1,200
Closed -$41K – 544
2017
Q2 		$41K Buy
+1,200
New +$41.6K 0.02% 249

Other funds holding UTG

Bank of America
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
GWM
Graybill Wealth Management Elmhurst, Illinois $372M AUM 30.18% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

BDO Wealth Advisors's UTG Position: Q3 2017 in Review

BDO Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q3 2017, closing a stake of 1,200 shares — an estimated $41K sold.

BDO Wealth Advisors first reported a position in UTG in Q2 2017 and held it in 1 quarter. The position peaked at $41K in Q2 2017. 75 funds tracked by Wall St. Rank hold UTG as of Q3 2017.

  • BDO Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q3 2017 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,200 Reaves Utility Income Fund shares in Q3 2017, an estimated $41K.
  • BDO Wealth Advisors first reported a position in Reaves Utility Income Fund in Q2 2017 and held it in 1 quarter.
  • BDO Wealth Advisors's Reaves Utility Income Fund position peaked at $41K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2017.

Based on BDO Wealth Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.