CIBC Private Wealth Group
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CIBC Private Wealth Group’s Gabelli Utility Trust GUT Stock Holding History

CIBC Private Wealth Group’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
-14,910
Closed -$77.5K – 3065
2024
Q3 		$77.5K Sell
14,910
-388
-3% -$2.24K ﹤0.01% 1604
2024
Q2 		$91.5K Buy
+15,298
New +$86.8K ﹤0.01% 1434

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GAMCO Investors
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Virtue Capital Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Janney Montgomery Scott
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Cetera Investment Advisers
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Balboa Wealth Partners
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CIBC Private Wealth Group's GUT Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 14,910 shares — an estimated $77.5K sold.

CIBC Private Wealth Group first reported a position in GUT in Q2 2024 and held it in 2 quarters. The position peaked at $91.5K in Q2 2024. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 14,910 Gabelli Utility Trust shares in Q4 2024, an estimated $77.5K.
  • CIBC Private Wealth Group first reported a position in Gabelli Utility Trust in Q2 2024 and held it in 2 quarters.
  • CIBC Private Wealth Group's Gabelli Utility Trust position peaked at $91.5K in Q2 2024.
  • 84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.