Evercore Wealth Management’s Reaves Utility Income Fund UTG.RT Stock Holding History

Evercore Wealth Management’s Portfolio UTG.RT Stock Details UTG.RT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,000	Closed	-$1K	–	951
2017 Q3	$1K	Buy	+2,000	New	+$405	﹤0.01%	905

Evercore Wealth Management's UTG.RT Position: Q4 2017 in Review

Evercore Wealth Management sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 2,000 shares — an estimated $1K sold.

Evercore Wealth Management first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

Evercore Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 2,000 Reaves Utility Income Fund shares in Q4 2017, an estimated $1K.
Evercore Wealth Management first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
Evercore Wealth Management's Reaves Utility Income Fund position peaked at $1K in Q3 2017.
0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.