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FNY Investment Advisers’s Reaves Utility Income Fund UTG Stock Holding History

FNY Investment Advisers’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,000
Closed -$110K – 1085
2019
Q3 		$110K Buy
+3,000
New +$109K 0.03% 279
2019
Q2 		– Sell
-6,313
Closed -$212K – 1144
2019
Q1 		$212K Buy
+6,313
New +$199K 0.07% 167

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FNY Investment Advisers's UTG Position: Q4 2019 in Review

FNY Investment Advisers sold out of Reaves Utility Income Fund (UTG) in Q4 2019, closing a stake of 3,000 shares — an estimated $110K sold.

FNY Investment Advisers first reported a position in UTG in Q1 2019 and held it in 2 quarters. The position peaked at $212K in Q1 2019. 130 funds tracked by Wall St. Rank hold UTG as of Q4 2019.

  • FNY Investment Advisers reported no remaining Reaves Utility Income Fund position as of Q4 2019 after selling out during the quarter.
  • FNY Investment Advisers sold 3,000 Reaves Utility Income Fund shares in Q4 2019, an estimated $110K.
  • FNY Investment Advisers first reported a position in Reaves Utility Income Fund in Q1 2019 and held it in 2 quarters.
  • FNY Investment Advisers's Reaves Utility Income Fund position peaked at $212K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2019.

Based on FNY Investment Advisers's 13F filing for Q4 2019, filed 10 Jan 2020.