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Crewe Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Crewe Advisors’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-700
Closed -$20K – 265
2018
Q2 		$20K Hold
700
– – 0.02% 176
2018
Q1 		$20K Hold
700
– – 0.02% 184
2017
Q4 		$22K Buy
+700
New +$21.8K 0.02% 187

Other funds holding UTG

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Crewe Advisors's UTG Position: Q3 2018 in Review

Crewe Advisors sold out of Reaves Utility Income Fund (UTG) in Q3 2018, closing a stake of 700 shares — an estimated $20K sold.

Crewe Advisors first reported a position in UTG in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q4 2017. 96 funds tracked by Wall St. Rank hold UTG as of Q3 2018.

  • Crewe Advisors reported no remaining Reaves Utility Income Fund position as of Q3 2018 after selling out during the quarter.
  • Crewe Advisors sold 700 Reaves Utility Income Fund shares in Q3 2018, an estimated $20K.
  • Crewe Advisors first reported a position in Reaves Utility Income Fund in Q4 2017 and held it in 3 quarters.
  • Crewe Advisors's Reaves Utility Income Fund position peaked at $22K in Q4 2017.
  • 96 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2018.

Based on Crewe Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.