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Citizens Financial Group’s Reaves Utility Income Fund UTG Stock Holding History

Citizens Financial Group’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8
Closed – – 1194
2020
Q1 		$0 Hold
8
– – ﹤0.01% 1232
2019
Q4 		$0 Hold
8
– – ﹤0.01% 1111
2019
Q3 		$0 Buy
+8
New +$292 ﹤0.01% 901

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Citizens Financial Group's UTG Position: Q2 2020 in Review

Citizens Financial Group sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 8 shares.

Citizens Financial Group first reported a position in UTG in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

  • Citizens Financial Group reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
  • Citizens Financial Group sold 8 Reaves Utility Income Fund shares in Q2 2020.
  • Citizens Financial Group first reported a position in Reaves Utility Income Fund in Q3 2019 and held it in 3 quarters.
  • Citizens Financial Group's Reaves Utility Income Fund position peaked at $0 in Q1 2020.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Citizens Financial Group's 13F filing for Q2 2020, filed 12 Aug 2020.