Creative Planning’s The Gabelli Utility Trust Rights (expiring October 21, 2024) GUT.RT Stock Holding History

Creative Planning’s Portfolio GUT.RT Stock Details GUT.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-59,000	Closed	-$1.62K	–	3717
2024 Q3	$1.62K	Buy	+59,000	New	+$1.63K	﹤0.01%	3183

Other funds holding GUT.RT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's GUT.RT Position: Q4 2024 in Review

Creative Planning sold out of The Gabelli Utility Trust Rights (expiring October 21, 2024) (GUT.RT) in Q4 2024, closing a stake of 59,000 shares — an estimated $1.62K sold.

Creative Planning first reported a position in GUT.RT in Q3 2024 and held it in 1 quarter. The position peaked at $1.62K in Q3 2024. 1 fund tracked by Wall St. Rank holds GUT.RT as of Q4 2024.

Creative Planning reported no remaining The Gabelli Utility Trust Rights (expiring October 21, 2024) position as of Q4 2024 after selling out during the quarter.
Creative Planning sold 59,000 The Gabelli Utility Trust Rights (expiring October 21, 2024) shares in Q4 2024, an estimated $1.62K.
Creative Planning first reported a position in The Gabelli Utility Trust Rights (expiring October 21, 2024) in Q3 2024 and held it in 1 quarter.
Creative Planning's The Gabelli Utility Trust Rights (expiring October 21, 2024) position peaked at $1.62K in Q3 2024.
1 fund tracked by Wall St. Rank held The Gabelli Utility Trust Rights (expiring October 21, 2024) as of Q4 2024.

Based on Creative Planning's 13F filing for Q4 2024, filed 14 Feb 2025.