Creative Planning
UTG.RT

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-13,584
Closed -$5K – 2040
2017
Q3 		$5K Buy
+13,584
New +$5K ﹤0.01% 1851