DOA
GUT

D'Orazio & Associates’s Gabelli Utility Trust GUT Stock Holding History

D'Orazio & Associates’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-71
Closed – – 291
2016
Q4 		$0 Hold
71
– – ﹤0.01% 276
2016
Q3 		$0 Hold
71
– – ﹤0.01% 294
2016
Q2 		$0 Hold
71
– – ﹤0.01% 305
2016
Q1 		$0 Sell
71
-769
-92% -$4.45K ﹤0.01% 310
2015
Q4 		$5K Sell
840
-1
-0.1% -$6 ﹤0.01% 214
2015
Q3 		$5K Hold
841
– – ﹤0.01% 238
2015
Q2 		$5K Buy
841
+1
+0.1% +$7 ﹤0.01% 205
2015
Q1 		$6K Hold
840
– – ﹤0.01% 206
2014
Q4 		$6K Hold
840
– – ﹤0.01% 191
2014
Q3 		$6K Hold
840
– – ﹤0.01% 193
2014
Q2 		$6K Hold
840
– – ﹤0.01% 197
2014
Q1 		$6K Buy
840
+759
+937% +$4.87K ﹤0.01% 195
2013
Q4 		$5K Buy
+81
New +$506 ﹤0.01% 190

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

D'Orazio & Associates's GUT Position: Q1 2017 in Review

D'Orazio & Associates sold out of Gabelli Utility Trust (GUT) in Q1 2017, closing a stake of 71 shares.

D'Orazio & Associates first reported a position in GUT in Q4 2013 and held it in 13 quarters. The position peaked at $6K in Q1 2015. 37 funds tracked by Wall St. Rank hold GUT as of Q1 2017.

  • D'Orazio & Associates reported no remaining Gabelli Utility Trust position as of Q1 2017 after selling out during the quarter.
  • D'Orazio & Associates sold 71 Gabelli Utility Trust shares in Q1 2017.
  • D'Orazio & Associates first reported a position in Gabelli Utility Trust in Q4 2013 and held it in 13 quarters.
  • D'Orazio & Associates's Gabelli Utility Trust position peaked at $6K in Q1 2015.
  • 37 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2017.

Based on D'Orazio & Associates's 13F filing for Q1 2017, filed 16 May 2017.