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

Benchmark 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
2020
Q2 		– Sell
-7,005
Closed -$201K – 50
2020
Q1 		$201K Hold
7,005
– – 0.2% 40
2019
Q4 		$260K Buy
+7,005
New +$257K 0.22% 42

Other funds holding UTG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Benchmark Wealth Management's UTG Position: Q2 2020 in Review

Benchmark Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 7,005 shares — an estimated $201K sold.

Benchmark Wealth Management first reported a position in UTG in Q4 2019 and held it in 2 quarters. The position peaked at $260K in Q4 2019. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

  • Benchmark Wealth Management reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
  • Benchmark Wealth Management sold 7,005 Reaves Utility Income Fund shares in Q2 2020, an estimated $201K.
  • Benchmark Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2019 and held it in 2 quarters.
  • Benchmark Wealth Management's Reaves Utility Income Fund position peaked at $260K in Q4 2019.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Benchmark Wealth Management's 13F filing for Q2 2020, filed 9 Jul 2020.