IFWM
UTG icon

Institute for Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Institute for Wealth Management’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
2013
Q3 		– Sell
-291
Closed -$7K – 117
2013
Q2 		$7K Buy
+291
New +$7.53K 0.01% 90

Other funds holding UTG

CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Institute for Wealth Management's UTG Position: Q3 2013 in Review

Institute for Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q3 2013, closing a stake of 291 shares — an estimated $7K sold.

Institute for Wealth Management first reported a position in UTG in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 45 funds tracked by Wall St. Rank hold UTG as of Q3 2013.

  • Institute for Wealth Management reported no remaining Reaves Utility Income Fund position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 291 Reaves Utility Income Fund shares in Q3 2013, an estimated $7K.
  • Institute for Wealth Management first reported a position in Reaves Utility Income Fund in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Reaves Utility Income Fund position peaked at $7K in Q2 2013.
  • 45 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.