CFD
GUT

Creative Financial Designs’s Gabelli Utility Trust GUT Stock Holding History

Creative Financial Designs’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
2017
Q1 		– Sell
-718
Closed -$4K – 783
2016
Q4 		$4K Buy
+718
New +$4.47K ﹤0.01% 503

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Creative Financial Designs's GUT Position: Q1 2017 in Review

Creative Financial Designs sold out of Gabelli Utility Trust (GUT) in Q1 2017, closing a stake of 718 shares — an estimated $4K sold.

Creative Financial Designs first reported a position in GUT in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 37 funds tracked by Wall St. Rank hold GUT as of Q1 2017.

  • Creative Financial Designs reported no remaining Gabelli Utility Trust position as of Q1 2017 after selling out during the quarter.
  • Creative Financial Designs sold 718 Gabelli Utility Trust shares in Q1 2017, an estimated $4K.
  • Creative Financial Designs first reported a position in Gabelli Utility Trust in Q4 2016 and held it in 1 quarter.
  • Creative Financial Designs's Gabelli Utility Trust position peaked at $4K in Q4 2016.
  • 37 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2017.

Based on Creative Financial Designs's 13F filing for Q1 2017, filed 2 May 2018.