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Claraphi Advisory Network’s Reaves Utility Income Fund UTG Stock Holding History

Claraphi Advisory Network’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
-5,884
Closed -$169K – 1136
2020
Q1 		$169K Buy
+5,884
New +$205K 0.08% 223

Other funds holding UTG

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
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

Claraphi Advisory Network's UTG Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 5,884 shares — an estimated $169K sold.

Claraphi Advisory Network first reported a position in UTG in Q1 2020 and held it in 1 quarter. The position peaked at $169K in Q1 2020. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

  • Claraphi Advisory Network reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 5,884 Reaves Utility Income Fund shares in Q2 2020, an estimated $169K.
  • Claraphi Advisory Network first reported a position in Reaves Utility Income Fund in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's Reaves Utility Income Fund position peaked at $169K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.