HFA
GLU

HC Financial Advisors’s Gabelli Utility & Income Trust GLU Stock Holding History

HC Financial Advisors’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,000
Closed -$16K – 384
2020
Q2 		$16K Hold
1,000
– – 0.01% 193
2020
Q1 		$14K Buy
+1,000
New +$17.5K 0.01% 204

Other funds holding GLU

GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MAFM
Mid Atlantic Financial Management Pittsburgh, Pennsylvania $1.49B AUM 24.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HC Financial Advisors's GLU Position: Q3 2020 in Review

HC Financial Advisors sold out of Gabelli Utility & Income Trust (GLU) in Q3 2020, closing a stake of 1,000 shares — an estimated $16K sold.

HC Financial Advisors first reported a position in GLU in Q1 2020 and held it in 2 quarters. The position peaked at $16K in Q2 2020. 14 funds tracked by Wall St. Rank hold GLU as of Q3 2020.

  • HC Financial Advisors reported no remaining Gabelli Utility & Income Trust position as of Q3 2020 after selling out during the quarter.
  • HC Financial Advisors sold 1,000 Gabelli Utility & Income Trust shares in Q3 2020, an estimated $16K.
  • HC Financial Advisors first reported a position in Gabelli Utility & Income Trust in Q1 2020 and held it in 2 quarters.
  • HC Financial Advisors's Gabelli Utility & Income Trust position peaked at $16K in Q2 2020.
  • 14 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q3 2020.

Based on HC Financial Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.