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

Frontier 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
2022 Q2	$75K	Hold	11,388	–	–	0.01%	381
2022 Q1	$80K	Hold	11,388	–	–	﹤0.01%	392
2021 Q4	$91K	Hold	11,388	–	–	0.01%	415
2021 Q3	$87K	Hold	11,388	–	–	0.01%	412
2021 Q2	$88K	Hold	11,388	–	–	0.01%	420
2021 Q1	$77K	Hold	11,388	–	–	0.01%	375
2020 Q4	$90K	Hold	11,388	–	–	0.01%	369
2020 Q3	$84K	Hold	11,388	–	–	0.01%	354
2020 Q2	$80K	Hold	11,388	–	–	0.01%	341
2020 Q1	$65K	Buy	+11,388	New	+$81.9K	0.01%	279

Other funds holding GUT

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Frontier Wealth Management's GUT Position: Q2 2022 in Review

Frontier Wealth Management held its Gabelli Utility Trust (GUT) position steady in Q2 2022 at 11,388 shares worth $75K. The position accounts for 0.01% of the portfolio, ranked #381.

Frontier Wealth Management first reported a position in GUT in Q1 2020 and has held it in 10 quarters since. The position peaked at $91K in Q4 2021. 71 funds tracked by Wall St. Rank hold GUT as of Q2 2022.

Frontier Wealth Management held 11,388 shares of Gabelli Utility Trust worth $75K as of Q2 2022.
Frontier Wealth Management left its Gabelli Utility Trust share count unchanged in Q2 2022.
Gabelli Utility Trust made up 0.01% of Frontier Wealth Management's portfolio in Q2 2022, its #381 holding.
Frontier Wealth Management first reported a position in Gabelli Utility Trust in Q1 2020 and has held it in 10 quarters since.
Frontier Wealth Management's Gabelli Utility Trust position peaked at $91K in Q4 2021.
71 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.