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Golden State Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Golden State 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
2019
Q4 		– Sell
-174
Closed -$6K – 893
2019
Q3 		$6K Sell
174
-512
-75% -$18.7K ﹤0.01% 840
2019
Q2 		$24K Buy
686
+9
+1% +$311 0.01% 591
2019
Q1 		$23K Buy
+677
New +$21.4K 0.01% 596

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Golden State Wealth Management's UTG Position: Q4 2019 in Review

Golden State Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2019, closing a stake of 174 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in UTG in Q1 2019 and held it in 3 quarters. The position peaked at $24K in Q2 2019. 130 funds tracked by Wall St. Rank hold UTG as of Q4 2019.

  • Golden State Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 174 Reaves Utility Income Fund shares in Q4 2019, an estimated $6K.
  • Golden State Wealth Management first reported a position in Reaves Utility Income Fund in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Reaves Utility Income Fund position peaked at $24K in Q2 2019.
  • 130 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.