Envestnet Portfolio Solutions
GUT

Envestnet Portfolio Solutions’s Gabelli Utility Trust GUT Stock Holding History

Envestnet Portfolio Solutions’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
Q4 		– Sell
-10,959
Closed -$56.6K – 1561
2023
Q3 		$56.6K Buy
+10,959
New +$72.4K ﹤0.01% 1472

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
SWP
Significant Wealth Partners Cary, Illinois $92.4M AUM 9.22% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Envestnet Portfolio Solutions's GUT Position: Q4 2023 in Review

Envestnet Portfolio Solutions sold out of Gabelli Utility Trust (GUT) in Q4 2023, closing a stake of 10,959 shares — an estimated $56.6K sold.

Envestnet Portfolio Solutions first reported a position in GUT in Q3 2023 and held it in 1 quarter. The position peaked at $56.6K in Q3 2023. 82 funds tracked by Wall St. Rank hold GUT as of Q4 2023.

  • Envestnet Portfolio Solutions reported no remaining Gabelli Utility Trust position as of Q4 2023 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 10,959 Gabelli Utility Trust shares in Q4 2023, an estimated $56.6K.
  • Envestnet Portfolio Solutions first reported a position in Gabelli Utility Trust in Q3 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Gabelli Utility Trust position peaked at $56.6K in Q3 2023.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2023.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2023, filed 7 Feb 2024.