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Buckingham Strategic Wealth’s Reaves Utility Income Fund UTG Stock Holding History

Buckingham Strategic Wealth’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
2018
Q1 		– Sell
-13,210
Closed -$409K – 346
2017
Q4 		$409K Buy
+13,210
New +$411K 0.09% 189

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RCM
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Janus Henderson Group
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Buckingham Strategic Wealth's UTG Position: Q1 2018 in Review

Buckingham Strategic Wealth sold out of Reaves Utility Income Fund (UTG) in Q1 2018, closing a stake of 13,210 shares — an estimated $409K sold.

Buckingham Strategic Wealth first reported a position in UTG in Q4 2017 and held it in 1 quarter. The position peaked at $409K in Q4 2017. 99 funds tracked by Wall St. Rank hold UTG as of Q1 2018.

  • Buckingham Strategic Wealth reported no remaining Reaves Utility Income Fund position as of Q1 2018 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 13,210 Reaves Utility Income Fund shares in Q1 2018, an estimated $409K.
  • Buckingham Strategic Wealth first reported a position in Reaves Utility Income Fund in Q4 2017 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Reaves Utility Income Fund position peaked at $409K in Q4 2017.
  • 99 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2018.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2018, filed 14 May 2018.