Elevated Capital Advisors’s Gabelli Utility Trust GUT Stock Holding History

Elevated Capital Advisors’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
2021 Q1	$2.34M	Buy	350,743 +40,830	+13%	+$310K	0.91%	30
2020 Q4	$2.45M	Sell	309,913 -12,151	-4%	-$91.7K	1.06%	26
2020 Q3	$2.43M	Sell	322,064 -6,431	-2%	-$48K	1.14%	22
2020 Q2	$2.47M	Buy	+328,495	New	+$2.21M	1.16%	23

Other funds holding GUT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Elevated Capital Advisors's GUT Position: Q1 2021 in Review

Elevated Capital Advisors increased its Gabelli Utility Trust (GUT) stake by 13% in Q1 2021, buying an estimated $310K and bringing the position to 350,743 shares worth $2.34M. The position accounts for 0.91% of the portfolio, ranked #30.

Elevated Capital Advisors first reported a position in GUT in Q2 2020 and has held it in 4 quarters since. The position peaked at $2.47M in Q2 2020. 62 funds tracked by Wall St. Rank hold GUT as of Q1 2021.

Elevated Capital Advisors held 350,743 shares of Gabelli Utility Trust worth $2.34M as of Q1 2021.
Elevated Capital Advisors bought 40,830 Gabelli Utility Trust shares in Q1 2021, an estimated $310K.
Gabelli Utility Trust made up 0.91% of Elevated Capital Advisors's portfolio in Q1 2021, its #30 holding.
Elevated Capital Advisors first reported a position in Gabelli Utility Trust in Q2 2020 and has held it in 4 quarters since.
Elevated Capital Advisors's Gabelli Utility Trust position peaked at $2.47M in Q2 2020.
62 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2021.

Based on Elevated Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.