Evercore Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,000
| Closed | -$62K | – | 766 |
|
|
2017
Q4 | $62K | Hold |
2,000
| – | – | ﹤0.01% | 548 |
|
|
2017
Q3 | $63K | Hold |
2,000
| – | – | ﹤0.01% | 542 |
|
|
2017
Q2 | $69K | Hold |
2,000
| – | – | ﹤0.01% | 533 |
|
|
2017
Q1 | $65K | Hold |
2,000
| – | – | ﹤0.01% | 552 |
|
|
2016
Q4 | $61K | Hold |
2,000
| – | – | ﹤0.01% | 567 |
|
|
2016
Q3 | $61K | Hold |
2,000
| – | – | ﹤0.01% | 567 |
|
|
2016
Q2 | $65K | Hold |
2,000
| – | – | ﹤0.01% | 531 |
|
|
2016
Q1 | $60K | Hold |
2,000
| – | – | ﹤0.01% | 536 |
|
|
2015
Q4 | $52K | Sell |
2,000
-44
| -2% | -$1.14K | ﹤0.01% | 590 |
|
|
2015
Q3 | $56K | Hold |
2,044
| – | – | ﹤0.01% | 568 |
|
|
2015
Q2 | $57K | Sell |
2,044
-4,088
| -67% | -$114K | ﹤0.01% | 616 |
|
|
2015
Q1 | $182K | Buy |
+6,132
| New | +$182K | 0.01% | 435 |
|