Creative Planning’s Reaves Utility Income Fund UTG.RT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-13,584	Closed	-$5K	–	2074
2017 Q3	$5K	Buy	+13,584	New	+$2.75K	﹤0.01%	1869

Creative Planning's UTG.RT Position: Q4 2017 in Review

Creative Planning sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 13,584 shares — an estimated $5K sold.

Creative Planning first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

Creative Planning reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
Creative Planning sold 13,584 Reaves Utility Income Fund shares in Q4 2017, an estimated $5K.
Creative Planning first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
Creative Planning's Reaves Utility Income Fund position peaked at $5K in Q3 2017.
0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on Creative Planning's 13F filing for Q4 2017, filed 17 Jan 2018.