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Hoover Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Hoover Financial Advisors’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
2021
Q2 		$119K Buy
3,472
+1,343
+63% +$46.6K 0.02% 186
2021
Q1 		$75K Buy
2,129
+1,003
+89% +$32.6K 0.01% 224
2020
Q4 		$37K Buy
+1,126
New +$36.9K 0.01% 262

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hoover Financial Advisors's UTG Position: Q2 2021 in Review

Hoover Financial Advisors increased its Reaves Utility Income Fund (UTG) stake by 63% in Q2 2021, buying an estimated $46.6K and bringing the position to 3,472 shares worth $119K. The position accounts for 0.02% of the portfolio, ranked #186.

Hoover Financial Advisors first reported a position in UTG in Q4 2020 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold UTG as of Q2 2021.

  • Hoover Financial Advisors held 3,472 shares of Reaves Utility Income Fund worth $119K as of Q2 2021.
  • Hoover Financial Advisors bought 1,343 Reaves Utility Income Fund shares in Q2 2021, an estimated $46.6K.
  • Reaves Utility Income Fund made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #186 holding.
  • Hoover Financial Advisors first reported a position in Reaves Utility Income Fund in Q4 2020 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.