BCA
GLU

Berman Capital Advisors’s Gabelli Utility & Income Trust GLU Stock Holding History

Berman Capital Advisors’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,012
Closed -$32K – 1728
2020
Q3 		$32K Buy
+2,012
New +$32.8K 0.01% 462

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Berman Capital Advisors's GLU Position: Q4 2020 in Review

Berman Capital Advisors sold out of Gabelli Utility & Income Trust (GLU) in Q4 2020, closing a stake of 2,012 shares — an estimated $32K sold.

Berman Capital Advisors first reported a position in GLU in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 19 funds tracked by Wall St. Rank hold GLU as of Q4 2020.

  • Berman Capital Advisors reported no remaining Gabelli Utility & Income Trust position as of Q4 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,012 Gabelli Utility & Income Trust shares in Q4 2020, an estimated $32K.
  • Berman Capital Advisors first reported a position in Gabelli Utility & Income Trust in Q3 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Gabelli Utility & Income Trust position peaked at $32K in Q3 2020.
  • 19 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q4 2020.

Based on Berman Capital Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.