BCM
GUT

Brookstone Capital Management’s Gabelli Utility Trust GUT Stock Holding History

Brookstone Capital 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
2024
Q4 		– Sell
-29,667
Closed -$154K – 1014
2024
Q3 		$154K Sell
29,667
-4,499
-13% -$26K ﹤0.01% 976
2024
Q2 		$204K Buy
34,166
+3,262
+11% +$18.5K ﹤0.01% 910
2024
Q1 		$167K Buy
30,904
+6,702
+28% +$35.4K ﹤0.01% 897
2023
Q4 		$128K Buy
24,202
+2,494
+11% +$14K ﹤0.01% 843
2023
Q3 		$122K Sell
21,708
-4,667
-18% -$30.9K ﹤0.01% 796
2023
Q2 		$180K Buy
26,375
+10,810
+69% +$73K ﹤0.01% 792
2023
Q1 		$108K Buy
15,565
+1,467
+10% +$10.4K ﹤0.01% 807
2022
Q4 		$107K Buy
+14,098
New +$96.7K ﹤0.01% 795
2015
Q4 		– Sell
-1,026
Closed -$6K – 452
2015
Q3 		$6K Hold
1,026
– – ﹤0.01% 1339
2015
Q2 		$6K Buy
+1,026
New +$7.01K ﹤0.01% 1410

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Brookstone Capital Management's GUT Position: Q4 2024 in Review

Brookstone Capital Management sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 29,667 shares — an estimated $154K sold.

Brookstone Capital Management first reported a position in GUT in Q2 2015 and held it in 10 quarters. The position peaked at $204K in Q2 2024. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

  • Brookstone Capital Management reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
  • Brookstone Capital Management sold 29,667 Gabelli Utility Trust shares in Q4 2024, an estimated $154K.
  • Brookstone Capital Management first reported a position in Gabelli Utility Trust in Q2 2015 and held it in 10 quarters.
  • Brookstone Capital Management's Gabelli Utility Trust position peaked at $204K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.