Houlihan Financial Resource Group’s Reaves Utility Income Fund UTG Stock Holding History

Houlihan Financial Resource Group’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
2020 Q3	$35K	Buy	+1,030	New	+$32.4K	0.02%	200

Other funds holding UTG

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Houlihan Financial Resource Group's UTG Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Reaves Utility Income Fund (UTG) in Q3 2020: 1,030 shares worth $35K. The stake represents 0.02% of the portfolio and ranks #200 among its holdings.

120 funds tracked by Wall St. Rank hold UTG as of Q3 2020.

Houlihan Financial Resource Group held 1,030 shares of Reaves Utility Income Fund worth $35K as of Q3 2020.
Reaves Utility Income Fund was a new Houlihan Financial Resource Group position in Q3 2020.
Reaves Utility Income Fund made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #200 holding.
120 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.