EC
GUT

EdgeRock Capital’s Gabelli Utility Trust GUT Stock Holding History

EdgeRock Capital’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
2024
Q3 		– Sell
-329
Closed -$1.9K – 163
2024
Q2 		$1.9K Buy
+329
New +$1.87K ﹤0.01% 266
2024
Q1 		– Sell
-347
Closed -$1.81K – 184
2023
Q4 		$1.81K Buy
+347
New +$1.95K ﹤0.01% 282
2022
Q4 		– Sell
-347
Closed -$2K – 198
2022
Q3 		$2K Buy
+347
New +$2.56K ﹤0.01% 307

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

EdgeRock Capital's GUT Position: Q3 2024 in Review

EdgeRock Capital sold out of Gabelli Utility Trust (GUT) in Q3 2024, closing a stake of 329 shares — an estimated $1.9K sold.

EdgeRock Capital first reported a position in GUT in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 92 funds tracked by Wall St. Rank hold GUT as of Q3 2024.

  • EdgeRock Capital reported no remaining Gabelli Utility Trust position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 329 Gabelli Utility Trust shares in Q3 2024, an estimated $1.9K.
  • EdgeRock Capital first reported a position in Gabelli Utility Trust in Q3 2022 and held it in 3 quarters.
  • EdgeRock Capital's Gabelli Utility Trust position peaked at $2K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.