Fund Insights
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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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FormulaFolio Investments’s
Reaves Utility Income Fund
UTG
Stock Holding History
FormulaFolio Investments’s Portfolio
UTG Stock Details
UTG Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
–
Sell
2020
Q4
$387K
Buy
2020
Q1
–
Sell
2019
Q4
$485K
Sell
2019
Q3
$803K
Buy
2019
Q2
$207K
Buy
2019
Q1
–
Sell
2018
Q4
$263K
Hold
2018
Q3
$263K
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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