IAMOG
GLU

Investors Asset Management of Georgia’s Gabelli Utility & Income Trust GLU Stock Holding History

Investors Asset Management of Georgia’s Portfolio GLU Stock Details GLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,324
Closed -$60K – 314
2022
Q3 		$60K Sell
4,324
-2,000
-32% -$32.1K 0.03% 274
2022
Q2 		$102K Buy
+6,324
New +$110K 0.05% 199

Other funds holding GLU

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Investors Asset Management of Georgia's GLU Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Gabelli Utility & Income Trust (GLU) in Q4 2022, closing a stake of 4,324 shares — an estimated $60K sold.

Investors Asset Management of Georgia first reported a position in GLU in Q2 2022 and held it in 2 quarters. The position peaked at $102K in Q2 2022. 20 funds tracked by Wall St. Rank hold GLU as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Gabelli Utility & Income Trust position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 4,324 Gabelli Utility & Income Trust shares in Q4 2022, an estimated $60K.
  • Investors Asset Management of Georgia first reported a position in Gabelli Utility & Income Trust in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Gabelli Utility & Income Trust position peaked at $102K in Q2 2022.
  • 20 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.