CASC
GLU

Coppell Advisory Solutions Corp’s Gabelli Utility & Income Trust GLU Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-537
Closed -$7.57K – 564
2022
Q4 		$7.57K Buy
+537
New +$7.68K ﹤0.01% 655

Other funds holding GLU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Coppell Advisory Solutions Corp's GLU Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Gabelli Utility & Income Trust (GLU) in Q1 2023, closing a stake of 537 shares — an estimated $7.57K sold.

Coppell Advisory Solutions Corp first reported a position in GLU in Q4 2022 and held it in 1 quarter. The position peaked at $7.57K in Q4 2022. 15 funds tracked by Wall St. Rank hold GLU as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Gabelli Utility & Income Trust position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 537 Gabelli Utility & Income Trust shares in Q1 2023, an estimated $7.57K.
  • Coppell Advisory Solutions Corp first reported a position in Gabelli Utility & Income Trust in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Gabelli Utility & Income Trust position peaked at $7.57K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.