FWM
GUT

Focused Wealth Management’s Gabelli Utility Trust GUT Stock Holding History

Focused Wealth Management’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
2013
Q4 		– Sell
-108
Closed -$2K – 629
2013
Q3 		$2K Buy
+108
New +$685 ﹤0.01% 521

Other funds holding GUT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Focused Wealth Management's GUT Position: Q4 2013 in Review

Focused Wealth Management sold out of Gabelli Utility Trust (GUT) in Q4 2013, closing a stake of 108 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in GUT in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 37 funds tracked by Wall St. Rank hold GUT as of Q4 2013.

  • Focused Wealth Management reported no remaining Gabelli Utility Trust position as of Q4 2013 after selling out during the quarter.
  • Focused Wealth Management sold 108 Gabelli Utility Trust shares in Q4 2013, an estimated $2K.
  • Focused Wealth Management first reported a position in Gabelli Utility Trust in Q3 2013 and held it in 1 quarter.
  • Focused Wealth Management's Gabelli Utility Trust position peaked at $2K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2013.

Based on Focused Wealth Management's 13F filing for Q4 2013, filed 6 Feb 2014.