Hudson Edge Investment Partners’s Reaves Utility Income Fund UTG Stock Holding History

Hudson Edge Investment Partners’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
2023 Q4	–	Sell	-18,582	Closed	-$458K	–	153
2023 Q3	$458K	Buy	18,582 +2,500	+16%	+$67.1K	0.15%	89
2023 Q2	$441K	Sell	16,082 -2,110	-12%	-$59.1K	0.14%	93
2023 Q1	$516K	Buy	18,192 +485	+3%	+$13.9K	0.16%	96
2022 Q4	$501K	Hold	17,707	–	–	0.17%	106
2022 Q3	$482K	Sell	17,707 -905	-5%	-$28.6K	0.18%	102
2022 Q2	$577K	Hold	18,612	–	–	0.21%	92
2022 Q1	$643K	Buy	18,612 +2,187	+13%	+$72.6K	0.2%	95
2021 Q4	$577K	Buy	+16,425	New	+$553K	0.18%	111

Other funds holding UTG

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

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

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

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

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

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

Hudson Edge Investment Partners's UTG Position: Q4 2023 in Review

Hudson Edge Investment Partners sold out of Reaves Utility Income Fund (UTG) in Q4 2023, closing a stake of 18,582 shares — an estimated $458K sold.

Hudson Edge Investment Partners first reported a position in UTG in Q4 2021 and held it in 8 quarters. The position peaked at $643K in Q1 2022. 158 funds tracked by Wall St. Rank hold UTG as of Q4 2023.

Hudson Edge Investment Partners reported no remaining Reaves Utility Income Fund position as of Q4 2023 after selling out during the quarter.
Hudson Edge Investment Partners sold 18,582 Reaves Utility Income Fund shares in Q4 2023, an estimated $458K.
Hudson Edge Investment Partners first reported a position in Reaves Utility Income Fund in Q4 2021 and held it in 8 quarters.
Hudson Edge Investment Partners's Reaves Utility Income Fund position peaked at $643K in Q1 2022.
158 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2023.

Based on Hudson Edge Investment Partners's 13F filing for Q4 2023, filed 13 Feb 2024.