Comprehensive Financial Consultants Institutional’s Gabelli Utility & Income Trust GLU Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio GLU Stock Details GLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-300	Closed	-$5K	–	282
2021 Q4	$5K	Buy	+300	New	+$6.07K	﹤0.01%	388

Other funds holding GLU

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's GLU Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Gabelli Utility & Income Trust (GLU) in Q1 2022, closing a stake of 300 shares — an estimated $5K sold.

Comprehensive Financial Consultants Institutional first reported a position in GLU in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 18 funds tracked by Wall St. Rank hold GLU as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Gabelli Utility & Income Trust position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 300 Gabelli Utility & Income Trust shares in Q1 2022, an estimated $5K.
Comprehensive Financial Consultants Institutional first reported a position in Gabelli Utility & Income Trust in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Gabelli Utility & Income Trust position peaked at $5K in Q4 2021.
18 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.