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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-4,308
Closed -$2K 783
2017
Q3
$2K Buy
+4,308
New +$873 ﹤0.01% 600

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

Focused Wealth Management sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 4,308 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

  • Focused Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
  • Focused Wealth Management sold 4,308 Reaves Utility Income Fund shares in Q4 2017, an estimated $2K.
  • Focused Wealth Management first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
  • Focused Wealth Management's Reaves Utility Income Fund position peaked at $2K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

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