CIBC Private Wealth Group
GUT

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

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

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.