CA
GUT

Cetera Advisors’s Gabelli Utility Trust GUT Stock Holding History

Cetera Advisors’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
Q1 		$271K Buy
+50,038
New +$264K ﹤0.01% 1999
2023
Q4 		– Sell
-12,557
Closed -$64.9K – 1829
2023
Q3 		$64.9K Buy
+12,557
New +$83K ﹤0.01% 1637
2016
Q1 		– Sell
-12,246
Closed -$69K – 738
2015
Q4 		$69K Sell
12,246
-565
-4% -$3.23K 0.01% 688
2015
Q3 		$69K Buy
+12,811
New +$75.3K 0.01% 654

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Cetera Advisors's GUT Position: Q1 2024 in Review

Cetera Advisors opened a new position in Gabelli Utility Trust (GUT) in Q1 2024: 50,038 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #1999 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in GUT as recently as Q3 2023.

Cetera Advisors first reported a position in GUT in Q3 2015 and has held it in 4 quarters since. 82 funds tracked by Wall St. Rank hold GUT as of Q1 2024.

  • Cetera Advisors held 50,038 shares of Gabelli Utility Trust worth $271K as of Q1 2024.
  • Gabelli Utility Trust was a new Cetera Advisors position in Q1 2024.
  • Gabelli Utility Trust made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1999 holding.
  • Cetera Advisors first reported a position in Gabelli Utility Trust in Q3 2015 and has held it in 4 quarters since.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.