HWG Holdings’s Reaves Utility Income Fund UTG Stock Holding History

HWG Holdings’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
2022 Q4	–	Sell	-500	Closed	-$14K	–	173
2022 Q3	$14K	Buy	+500	New	+$15.8K	0.01%	75

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AWA

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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

RJA

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

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

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

HWG Holdings's UTG Position: Q4 2022 in Review

HWG Holdings sold out of Reaves Utility Income Fund (UTG) in Q4 2022, closing a stake of 500 shares — an estimated $14K sold.

HWG Holdings first reported a position in UTG in Q3 2022 and held it in 1 quarter. The position peaked at $14K in Q3 2022. 154 funds tracked by Wall St. Rank hold UTG as of Q4 2022.

HWG Holdings reported no remaining Reaves Utility Income Fund position as of Q4 2022 after selling out during the quarter.
HWG Holdings sold 500 Reaves Utility Income Fund shares in Q4 2022, an estimated $14K.
HWG Holdings first reported a position in Reaves Utility Income Fund in Q3 2022 and held it in 1 quarter.
HWG Holdings's Reaves Utility Income Fund position peaked at $14K in Q3 2022.
154 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2022.

Based on HWG Holdings's 13F filing for Q4 2022, filed 31 Jan 2023.