BWM
GUT

BerganKDV Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

BerganKDV 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
Q3 		– Sell
-29,786
Closed -$231K – 1065
2021
Q2 		$231K Buy
+29,786
New +$215K 0.03% 233

Other funds holding GUT

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BerganKDV Wealth Management's GUT Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Gabelli Utility Trust (GUT) in Q3 2021, closing a stake of 29,786 shares — an estimated $231K sold.

BerganKDV Wealth Management first reported a position in GUT in Q2 2021 and held it in 1 quarter. The position peaked at $231K in Q2 2021. 64 funds tracked by Wall St. Rank hold GUT as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Gabelli Utility Trust position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 29,786 Gabelli Utility Trust shares in Q3 2021, an estimated $231K.
  • BerganKDV Wealth Management first reported a position in Gabelli Utility Trust in Q2 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Gabelli Utility Trust position peaked at $231K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.