EWM
GUT

Empirical Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Empirical Wealth Management’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
2023
Q3 		– Sell
-14,077
Closed -$93K – 481
2023
Q2 		$93K Buy
+14,077
New +$95.1K ﹤0.01% 450

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empirical Wealth Management's GUT Position: Q3 2023 in Review

Empirical Wealth Management sold out of Gabelli Utility Trust (GUT) in Q3 2023, closing a stake of 14,077 shares — an estimated $93K sold.

Empirical Wealth Management first reported a position in GUT in Q2 2023 and held it in 1 quarter. The position peaked at $93K in Q2 2023. 86 funds tracked by Wall St. Rank hold GUT as of Q3 2023.

  • Empirical Wealth Management reported no remaining Gabelli Utility Trust position as of Q3 2023 after selling out during the quarter.
  • Empirical Wealth Management sold 14,077 Gabelli Utility Trust shares in Q3 2023, an estimated $93K.
  • Empirical Wealth Management first reported a position in Gabelli Utility Trust in Q2 2023 and held it in 1 quarter.
  • Empirical Wealth Management's Gabelli Utility Trust position peaked at $93K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2023.

Based on Empirical Wealth Management's 13F filing for Q3 2023, filed 3 Nov 2023.