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Darwin Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Darwin Wealth Management’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
Q2 		– Sell
-834
Closed -$23K – 746
2020
Q1 		$23K Buy
+834
New +$29.1K 0.01% 342

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Darwin Wealth Management's UTG Position: Q2 2020 in Review

Darwin Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q2 2020, closing a stake of 834 shares — an estimated $23K sold.

Darwin Wealth Management first reported a position in UTG in Q1 2020 and held it in 1 quarter. The position peaked at $23K in Q1 2020. 113 funds tracked by Wall St. Rank hold UTG as of Q2 2020.

  • Darwin Wealth Management reported no remaining Reaves Utility Income Fund position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 834 Reaves Utility Income Fund shares in Q2 2020, an estimated $23K.
  • Darwin Wealth Management first reported a position in Reaves Utility Income Fund in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Reaves Utility Income Fund position peaked at $23K in Q1 2020.
  • 113 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.