IAA
GUT

Independent Advisor Alliance’s Gabelli Utility Trust GUT Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-39,546
Closed -$299K – 585
2019
Q4 		$299K Buy
+39,546
New +$293K 0.01% 678

Other funds holding GUT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's GUT Position: Q1 2020 in Review

Independent Advisor Alliance sold out of Gabelli Utility Trust (GUT) in Q1 2020, closing a stake of 39,546 shares — an estimated $299K sold.

Independent Advisor Alliance first reported a position in GUT in Q4 2019 and held it in 1 quarter. The position peaked at $299K in Q4 2019. 49 funds tracked by Wall St. Rank hold GUT as of Q1 2020.

  • Independent Advisor Alliance reported no remaining Gabelli Utility Trust position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 39,546 Gabelli Utility Trust shares in Q1 2020, an estimated $299K.
  • Independent Advisor Alliance first reported a position in Gabelli Utility Trust in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's Gabelli Utility Trust position peaked at $299K in Q4 2019.
  • 49 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.