Blue Trust Inc’s Gabelli Utility Trust GUT Stock Holding History

Blue Trust Inc’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
2023 Q1	–	Sell	-985	Closed	-$7K	–	2444
2022 Q4	$7K	Buy	+985	New	+$6.76K	﹤0.01%	1627

Other funds holding GUT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Blue Trust Inc's GUT Position: Q1 2023 in Review

Blue Trust Inc sold out of Gabelli Utility Trust (GUT) in Q1 2023, closing a stake of 985 shares — an estimated $7K sold.

Blue Trust Inc first reported a position in GUT in Q4 2022 and held it in 1 quarter. The position peaked at $7K in Q4 2022. 80 funds tracked by Wall St. Rank hold GUT as of Q1 2023.

Blue Trust Inc reported no remaining Gabelli Utility Trust position as of Q1 2023 after selling out during the quarter.
Blue Trust Inc sold 985 Gabelli Utility Trust shares in Q1 2023, an estimated $7K.
Blue Trust Inc first reported a position in Gabelli Utility Trust in Q4 2022 and held it in 1 quarter.
Blue Trust Inc's Gabelli Utility Trust position peaked at $7K in Q4 2022.
80 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2023.

Based on Blue Trust Inc's 13F filing for Q1 2023, filed 17 Apr 2023.