Commonwealth Equity Services
UTG.RT

Commonwealth Equity Services’s Reaves Utility Income Fund UTG.RT Stock Holding History

Commonwealth Equity Services’s Portfolio UTG.RT Stock Details UTG.RT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-33,321
Closed -$12K – 2774
2017
Q3 		$12K Buy
+33,321
New +$6.75K ﹤0.01% 2551

Commonwealth Equity Services's UTG.RT Position: Q4 2017 in Review

Commonwealth Equity Services sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 33,321 shares — an estimated $12K sold.

Commonwealth Equity Services first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $12K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

  • Commonwealth Equity Services reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
  • Commonwealth Equity Services sold 33,321 Reaves Utility Income Fund shares in Q4 2017, an estimated $12K.
  • Commonwealth Equity Services first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
  • Commonwealth Equity Services's Reaves Utility Income Fund position peaked at $12K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on Commonwealth Equity Services's 13F filing for Q4 2017, filed 12 Feb 2018.