Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
ClearBridge Investments’s
Reaves Utility Income Fund
UTG
Stock Holding History
ClearBridge Investments’s Portfolio
UTG Stock Details
UTG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q1
–
Sell
-621
Closed
-$15K
–
1146
2013
Q4
$15K
Buy
621
+3
+0.5%
+$74
﹤0.01%
1026
2013
Q3
$15K
Hold
618
–
–
﹤0.01%
998
2013
Q2
$16K
Buy
+618
New
+$16K
﹤0.01%
989
Other funds holding UTG
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CA
Cornerstone Advisors
Asheville, North Carolina
$2.72B AUM
22.17%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
YCM
Yakira Capital Management
Westport, Connecticut
$342M AUM
26.97%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
AAM
Advisors Asset Management
Monument, Colorado
$6.01B AUM
24.74%
1-Year Est. Return
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
AIM
Assured Investment Management
New York
$79.5M AUM
115.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close