Gradient Investments’s Reaves Utility Income Fund UTG Stock Holding History

Gradient Investments’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
2022 Q2	–	Sell	-1,626	Closed	-$56K	–	1383
2022 Q1	$56K	Buy	1,626 +1,273	+361%	+$42.2K	﹤0.01%	458
2021 Q4	$12K	Hold	353	–	–	﹤0.01%	765
2021 Q3	$12K	Hold	353	–	–	﹤0.01%	751
2021 Q2	$12K	Hold	353	–	–	﹤0.01%	735
2021 Q1	$12K	Hold	353	–	–	﹤0.01%	730
2020 Q4	$11K	Hold	353	–	–	﹤0.01%	677
2020 Q3	$11K	Hold	353	–	–	﹤0.01%	681
2020 Q2	$11K	Hold	353	–	–	﹤0.01%	631
2020 Q1	$10K	Hold	353	–	–	﹤0.01%	655
2019 Q4	$13K	Hold	353	–	–	﹤0.01%	645
2019 Q3	$13K	Hold	353	–	–	﹤0.01%	614
2019 Q2	$13K	Hold	353	–	–	﹤0.01%	597
2019 Q1	$12K	Hold	353	–	–	﹤0.01%	529
2018 Q4	$10K	Hold	353	–	–	﹤0.01%	590
2018 Q3	$11K	Hold	353	–	–	﹤0.01%	620
2018 Q2	$10K	Hold	353	–	–	﹤0.01%	617
2018 Q1	$10K	Hold	353	–	–	﹤0.01%	641
2017 Q4	$11K	Buy	+353	New	+$11K	﹤0.01%	588
2013 Q4	–	Sell	-204	Closed	-$5K	–	666
2013 Q3	$5K	Buy	+204	New	+$4.98K	﹤0.01%	339

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gradient Investments's UTG Position: Q2 2022 in Review

Gradient Investments sold out of Reaves Utility Income Fund (UTG) in Q2 2022, closing a stake of 1,626 shares — an estimated $56K sold.

Gradient Investments first reported a position in UTG in Q3 2013 and held it in 19 quarters. The position peaked at $56K in Q1 2022. 152 funds tracked by Wall St. Rank hold UTG as of Q2 2022.

Gradient Investments reported no remaining Reaves Utility Income Fund position as of Q2 2022 after selling out during the quarter.
Gradient Investments sold 1,626 Reaves Utility Income Fund shares in Q2 2022, an estimated $56K.
Gradient Investments first reported a position in Reaves Utility Income Fund in Q3 2013 and held it in 19 quarters.
Gradient Investments's Reaves Utility Income Fund position peaked at $56K in Q1 2022.
152 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.