CFRPA
GUT

Castle Financial & Retirement Planning Associates’s Gabelli Utility Trust GUT Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$0 Buy
+41
New +$323 ﹤0.01% 214

Other funds holding GUT

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's GUT Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Gabelli Utility Trust (GUT) in Q4 2021: 41 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #214 among its holdings.

72 funds tracked by Wall St. Rank hold GUT as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 41 shares of Gabelli Utility Trust worth $0 as of Q4 2021.
  • Gabelli Utility Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Gabelli Utility Trust made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #214 holding.
  • 72 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.