HR
GUT

Howe & Rusling’s Gabelli Utility Trust GUT Stock Holding History

Howe & Rusling’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
2022
Q4 		– Sell
-3,060
Closed -$21K – 628
2022
Q3 		$21K Hold
3,060
– – ﹤0.01% 416
2022
Q2 		$20K Hold
3,060
– – ﹤0.01% 418
2022
Q1 		$21K Hold
3,060
– – ﹤0.01% 408
2021
Q4 		$25K Hold
3,060
– – ﹤0.01% 399
2021
Q3 		$23K Hold
3,060
– – ﹤0.01% 392
2021
Q2 		$24K Hold
3,060
– – ﹤0.01% 374
2021
Q1 		$21K Sell
3,060
-4,438
-59% -$33.6K ﹤0.01% 394
2020
Q4 		$59K Buy
+7,498
New +$56.6K 0.01% 271
2015
Q1 		– Hold
0
– – – 583

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
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Howe & Rusling's GUT Position: Q4 2022 in Review

Howe & Rusling sold out of Gabelli Utility Trust (GUT) in Q4 2022, closing a stake of 3,060 shares — an estimated $21K sold.

Howe & Rusling first reported a position in GUT in Q4 2020 and held it in 8 quarters. The position peaked at $59K in Q4 2020. 73 funds tracked by Wall St. Rank hold GUT as of Q4 2022.

  • Howe & Rusling reported no remaining Gabelli Utility Trust position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 3,060 Gabelli Utility Trust shares in Q4 2022, an estimated $21K.
  • Howe & Rusling first reported a position in Gabelli Utility Trust in Q4 2020 and held it in 8 quarters.
  • Howe & Rusling's Gabelli Utility Trust position peaked at $59K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.