First Allied Advisory Services’s Gabelli Utility Trust GUT Stock Holding History

First Allied Advisory Services’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
2020 Q3	$332K	Buy	45,081 +390	+0.9%	+$2.91K	0.01%	862
2020 Q2	$314K	Buy	44,691 +424	+1%	+$2.85K	0.01%	825
2020 Q1	$252K	Buy	44,267 +6,096	+16%	+$43.9K	0.01%	829
2019 Q4	$290K	Buy	38,171 +267	+0.7%	+$1.98K	0.01%	944
2019 Q3	$273K	Buy	37,904 +3,162	+9%	+$22.2K	0.01%	942
2019 Q2	$237K	Buy	34,742 +275	+0.8%	+$1.86K	0.01%	1012
2019 Q1	$233K	Buy	34,467 +285	+0.8%	+$1.82K	0.01%	984
2018 Q4	$199K	Buy	34,182 +2,810	+9%	+$16.6K	0.01%	959
2018 Q3	$177K	Buy	31,372 +302	+1%	+$1.73K	0.01%	1099
2018 Q2	$179K	Buy	31,070 +2,347	+8%	+$13.5K	0.01%	1074
2018 Q1	$175K	Buy	28,723 +9,588	+50%	+$64.7K	0.01%	1077
2017 Q4	$132K	Hold	19,135	–	–	0.01%	1162
2017 Q3	$132K	Hold	19,135	–	–	0.01%	1071
2017 Q2	$130K	Buy	19,135 +3,078	+19%	+$20.5K	0.01%	1093
2017 Q1	$105K	Buy	+16,057	New	+$103K	0.01%	1059
2013 Q4	–	Sell	-26,324	Closed	-$164K	–	985
2013 Q3	$164K	Buy	+26,324	New	+$167K	0.01%	910

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

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

SRC

Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return

IAIM

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

First Allied Advisory Services's GUT Position: Q3 2020 in Review

First Allied Advisory Services increased its Gabelli Utility Trust (GUT) stake by 0.87% in Q3 2020, buying an estimated $2.91K and bringing the position to 45,081 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #862.

First Allied Advisory Services first reported a position in GUT in Q3 2013 and has held it in 16 quarters since. 50 funds tracked by Wall St. Rank hold GUT as of Q3 2020.

First Allied Advisory Services held 45,081 shares of Gabelli Utility Trust worth $332K as of Q3 2020.
First Allied Advisory Services bought 390 Gabelli Utility Trust shares in Q3 2020, an estimated $2.91K.
Gabelli Utility Trust made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #862 holding.
First Allied Advisory Services first reported a position in Gabelli Utility Trust in Q3 2013 and has held it in 16 quarters since.
50 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.