GKWIM
GUT

Gerber Kawasaki Wealth & Investment Management’s Gabelli Utility Trust GUT Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2020
Q4 		– Sell
-13,030
Closed -$96K – 187
2020
Q3 		$96K Sell
13,030
-411
-3% -$3.07K 0.02% 123
2020
Q2 		$94K Buy
13,441
+513
+4% +$3.45K 0.02% 130
2020
Q1 		$73K Buy
+12,928
New +$93K 0.02% 120

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's GUT Position: Q4 2020 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Gabelli Utility Trust (GUT) in Q4 2020, closing a stake of 13,030 shares — an estimated $96K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in GUT in Q1 2020 and held it in 3 quarters. The position peaked at $96K in Q3 2020. 64 funds tracked by Wall St. Rank hold GUT as of Q4 2020.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Gabelli Utility Trust position as of Q4 2020 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 13,030 Gabelli Utility Trust shares in Q4 2020, an estimated $96K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Gabelli Utility Trust in Q1 2020 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's Gabelli Utility Trust position peaked at $96K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2020.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.