Conrad Siegel Investment Advisors
GUT icon

Conrad Siegel Investment Advisors’s Gabelli Utility Trust GUT Stock Holding History

Conrad Siegel Investment Advisors’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-65
Closed – – 39
2022
Q1 		$0 Buy
+65
New +$501 ﹤0.01% 61

Other funds holding GUT

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Conrad Siegel Investment Advisors's GUT Position: Q2 2022 in Review

Conrad Siegel Investment Advisors sold out of Gabelli Utility Trust (GUT) in Q2 2022, closing a stake of 65 shares.

Conrad Siegel Investment Advisors first reported a position in GUT in Q1 2022 and held it in 1 quarter. The position peaked at $0 in Q1 2022. 71 funds tracked by Wall St. Rank hold GUT as of Q2 2022.

  • Conrad Siegel Investment Advisors reported no remaining Gabelli Utility Trust position as of Q2 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 65 Gabelli Utility Trust shares in Q2 2022.
  • Conrad Siegel Investment Advisors first reported a position in Gabelli Utility Trust in Q1 2022 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Gabelli Utility Trust position peaked at $0 in Q1 2022.
  • 71 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.