HCM
GUT

Highlander Capital Management’s Gabelli Utility Trust GUT Stock Holding History

Highlander Capital Management’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
2024
Q1 		$49.8K Hold
9,201
– – 0.02% 389
2023
Q4 		$48.6K Buy
9,201
+1,744
+23% +$9.8K 0.02% 393
2023
Q3 		$39K Buy
+7,457
New +$49.3K 0.02% 405

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

Highlander Capital Management's GUT Position: Q1 2024 in Review

Highlander Capital Management held its Gabelli Utility Trust (GUT) position steady in Q1 2024 at 9,201 shares worth $49.8K. The position accounts for 0.02% of the portfolio, ranked #389.

Highlander Capital Management first reported a position in GUT in Q3 2023 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold GUT as of Q1 2024.

  • Highlander Capital Management held 9,201 shares of Gabelli Utility Trust worth $49.8K as of Q1 2024.
  • Highlander Capital Management left its Gabelli Utility Trust share count unchanged in Q1 2024.
  • Gabelli Utility Trust made up 0.02% of Highlander Capital Management's portfolio in Q1 2024, its #389 holding.
  • Highlander Capital Management first reported a position in Gabelli Utility Trust in Q3 2023 and has held it in 3 quarters since.
  • 82 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.