Creative Planning’s The Gabelli Utility Trust Rights (expiring April 19, 2022) 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
2022 Q2	–	Sell	-13,160	Closed	-$3K	–	2620
2022 Q1	$3K	Buy	+13,160	New	+$2.35K	﹤0.01%	2291

Other funds holding GUT.RT

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

Creative Planning's GUT.RT Position: Q2 2022 in Review

Creative Planning sold out of The Gabelli Utility Trust Rights (expiring April 19, 2022) (GUT.RT) in Q2 2022, closing a stake of 13,160 shares — an estimated $3K sold.

Creative Planning first reported a position in GUT.RT in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 1 fund tracked by Wall St. Rank holds GUT.RT as of Q2 2022.

Creative Planning reported no remaining The Gabelli Utility Trust Rights (expiring April 19, 2022) position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 13,160 The Gabelli Utility Trust Rights (expiring April 19, 2022) shares in Q2 2022, an estimated $3K.
Creative Planning first reported a position in The Gabelli Utility Trust Rights (expiring April 19, 2022) in Q1 2022 and held it in 1 quarter.
Creative Planning's The Gabelli Utility Trust Rights (expiring April 19, 2022) position peaked at $3K in Q1 2022.
1 fund tracked by Wall St. Rank held The Gabelli Utility Trust Rights (expiring April 19, 2022) as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.