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Gilliland Jeter Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,500
Closed -$82K – 609
2024
Q3 		$82K Hold
2,500
– – 0.03% 247
2024
Q2 		$68.3K Hold
2,500
– – 0.02% 256
2024
Q1 		$67.4K Buy
+2,500
New +$66K 0.02% 256

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Gilliland Jeter Wealth Management's UTG Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 2,500 shares — an estimated $82K sold.

Gilliland Jeter Wealth Management first reported a position in UTG in Q1 2024 and held it in 3 quarters. The position peaked at $82K in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,500 Reaves Utility Income Fund shares in Q4 2024, an estimated $82K.
  • Gilliland Jeter Wealth Management first reported a position in Reaves Utility Income Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Reaves Utility Income Fund position peaked at $82K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.