Cypress Wealth Services’s Reaves Utility Income Fund UTG Stock Holding History

Cypress Wealth Services’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
2020 Q1	–	Sell	-6,930	Closed	-$257K	–	277
2019 Q4	$257K	Hold	6,930	–	–	0.06%	209
2019 Q3	$254K	Buy	6,930 +50	+0.7%	+$1.82K	0.07%	203
2019 Q2	$246K	Hold	6,880	–	–	0.07%	215
2019 Q1	$232K	Hold	6,880	–	–	0.07%	215
2018 Q4	$202K	Hold	6,880	–	–	0.08%	202
2018 Q3	$211K	Buy	+6,880	New	+$210K	0.08%	206
2018 Q1	–	Sell	-6,880	Closed	-$213K	–	209
2017 Q4	$213K	Buy	+6,880	New	+$214K	0.09%	186

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cypress Wealth Services's UTG Position: Q1 2020 in Review

Cypress Wealth Services sold out of Reaves Utility Income Fund (UTG) in Q1 2020, closing a stake of 6,930 shares — an estimated $257K sold.

Cypress Wealth Services first reported a position in UTG in Q4 2017 and held it in 7 quarters. The position peaked at $257K in Q4 2019. 118 funds tracked by Wall St. Rank hold UTG as of Q1 2020.

Cypress Wealth Services reported no remaining Reaves Utility Income Fund position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 6,930 Reaves Utility Income Fund shares in Q1 2020, an estimated $257K.
Cypress Wealth Services first reported a position in Reaves Utility Income Fund in Q4 2017 and held it in 7 quarters.
Cypress Wealth Services's Reaves Utility Income Fund position peaked at $257K in Q4 2019.
118 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.