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Bedel Financial Consulting’s Reaves Utility Income Fund UTG Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-100
Closed -$3K – 870
2022
Q1 		$3K Hold
100
– – ﹤0.01% 855
2021
Q4 		$4K Buy
+100
New +$3.37K ﹤0.01% 823

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Bedel Financial Consulting's UTG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Reaves Utility Income Fund (UTG) in Q2 2022, closing a stake of 100 shares — an estimated $3K sold.

Bedel Financial Consulting first reported a position in UTG in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 152 funds tracked by Wall St. Rank hold UTG as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Reaves Utility Income Fund position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 100 Reaves Utility Income Fund shares in Q2 2022, an estimated $3K.
  • Bedel Financial Consulting first reported a position in Reaves Utility Income Fund in Q4 2021 and held it in 2 quarters.
  • Bedel Financial Consulting's Reaves Utility Income Fund position peaked at $4K in Q4 2021.
  • 152 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.