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Institutional & Family Asset Management’s Reaves Utility Income Fund UTG Stock Holding History

Institutional & Family Asset 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
2021
Q1 		– Sell
-1,480
Closed -$49K – 1000
2020
Q4 		$49K Buy
+1,480
New +$48.5K 0.01% 328

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Institutional & Family Asset Management's UTG Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of Reaves Utility Income Fund (UTG) in Q1 2021, closing a stake of 1,480 shares — an estimated $49K sold.

Institutional & Family Asset Management first reported a position in UTG in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 128 funds tracked by Wall St. Rank hold UTG as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining Reaves Utility Income Fund position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,480 Reaves Utility Income Fund shares in Q1 2021, an estimated $49K.
  • Institutional & Family Asset Management first reported a position in Reaves Utility Income Fund in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's Reaves Utility Income Fund position peaked at $49K in Q4 2020.
  • 128 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.