GS
GUT

Girard Securities’s Gabelli Utility Trust GUT Stock Holding History

Girard Securities’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
2016
Q4 		– Sell
-15,777
Closed -$105K – 173
2016
Q3 		$105K Buy
15,777
+1,032
+7% +$6.78K 0.11% 153
2016
Q2 		$99K Buy
14,745
+2,726
+23% +$17K 0.09% 161
2016
Q1 		$71K Buy
+12,019
New +$69.5K 0.07% 155

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Girard Securities's GUT Position: Q4 2016 in Review

Girard Securities sold out of Gabelli Utility Trust (GUT) in Q4 2016, closing a stake of 15,777 shares — an estimated $105K sold.

Girard Securities first reported a position in GUT in Q1 2016 and held it in 3 quarters. The position peaked at $105K in Q3 2016. 37 funds tracked by Wall St. Rank hold GUT as of Q4 2016.

  • Girard Securities reported no remaining Gabelli Utility Trust position as of Q4 2016 after selling out during the quarter.
  • Girard Securities sold 15,777 Gabelli Utility Trust shares in Q4 2016, an estimated $105K.
  • Girard Securities first reported a position in Gabelli Utility Trust in Q1 2016 and held it in 3 quarters.
  • Girard Securities's Gabelli Utility Trust position peaked at $105K in Q3 2016.
  • 37 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2016.

Based on Girard Securities's 13F filing for Q4 2016, filed 14 Feb 2017.