CBT
GUT

Capital Bank & Trust’s Gabelli Utility Trust GUT Stock Holding History

Capital Bank & Trust’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
2019
Q3 		– Sell
-9,850
Closed -$67K – 813
2019
Q2 		$67K Buy
+9,850
New +$66.6K ﹤0.01% 398

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Bank & Trust's GUT Position: Q3 2019 in Review

Capital Bank & Trust sold out of Gabelli Utility Trust (GUT) in Q3 2019, closing a stake of 9,850 shares — an estimated $67K sold.

Capital Bank & Trust first reported a position in GUT in Q2 2019 and held it in 1 quarter. The position peaked at $67K in Q2 2019. 40 funds tracked by Wall St. Rank hold GUT as of Q3 2019.

  • Capital Bank & Trust reported no remaining Gabelli Utility Trust position as of Q3 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 9,850 Gabelli Utility Trust shares in Q3 2019, an estimated $67K.
  • Capital Bank & Trust first reported a position in Gabelli Utility Trust in Q2 2019 and held it in 1 quarter.
  • Capital Bank & Trust's Gabelli Utility Trust position peaked at $67K in Q2 2019.
  • 40 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2019.

Based on Capital Bank & Trust's 13F filing for Q3 2019, filed 14 Nov 2019.