Gradient Investments’s Gabelli Utility Trust GUT Stock Holding History

Gradient Investments’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
2015 Q2	–	Sell	-109	Closed	-$1K	–	662
2015 Q1	$1K	Buy	+109	New	+$769	﹤0.01%	583
2013 Q3	–	Sell	-1,026	Closed	-$6K	–	539
2013 Q2	$6K	Buy	+1,026	New	+$6.78K	﹤0.01%	300

Other funds holding GUT

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

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

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

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

AWA

AmeriServ Wealth Advisors Johnstown, Pennsylvania $157M AUM 11.9% 1-Year Est. Return

TFS Capital West Chester, Pennsylvania $255M AUM 32.31% 1-Year Est. Return

Gradient Investments's GUT Position: Q2 2015 in Review

Gradient Investments sold out of Gabelli Utility Trust (GUT) in Q2 2015, closing a stake of 109 shares — an estimated $1K sold.

Gradient Investments first reported a position in GUT in Q2 2013 and held it in 2 quarters. The position peaked at $6K in Q2 2013. 38 funds tracked by Wall St. Rank hold GUT as of Q2 2015.

Gradient Investments reported no remaining Gabelli Utility Trust position as of Q2 2015 after selling out during the quarter.
Gradient Investments sold 109 Gabelli Utility Trust shares in Q2 2015, an estimated $1K.
Gradient Investments first reported a position in Gabelli Utility Trust in Q2 2013 and held it in 2 quarters.
Gradient Investments's Gabelli Utility Trust position peaked at $6K in Q2 2013.
38 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2015.

Based on Gradient Investments's 13F filing for Q2 2015, filed 25 Aug 2015.