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Israel Englander’s Reaves Utility Income Fund UTG Stock Holding History

Israel Englander’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
2018
Q2 		– Sell
-19,218
Closed -$543K – 4191
2018
Q1 		$543K Buy
19,218
+11,980
+166% +$348K ﹤0.01% 2986
2017
Q4 		$224K Sell
7,238
-23,094
-76% -$718K ﹤0.01% 3483
2017
Q3 		$962K Buy
30,332
+15,317
+102% +$532K ﹤0.01% 2538
2017
Q2 		$516K Buy
+15,015
New +$520K ﹤0.01% 2788

Other funds holding UTG

YCM
Yakira Capital Management Westport, Connecticut $351M AUM 21.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Israel Englander's UTG Position: Q2 2018 in Review

Israel Englander sold out of Reaves Utility Income Fund (UTG) in Q2 2018, closing a stake of 19,218 shares — an estimated $543K sold.

Israel Englander first reported a position in UTG in Q2 2017 and held it in 4 quarters. The position peaked at $962K in Q3 2017. 97 funds tracked by Wall St. Rank hold UTG as of Q2 2018.

  • Israel Englander reported no remaining Reaves Utility Income Fund position as of Q2 2018 after selling out during the quarter.
  • Israel Englander sold 19,218 Reaves Utility Income Fund shares in Q2 2018, an estimated $543K.
  • Israel Englander first reported a position in Reaves Utility Income Fund in Q2 2017 and held it in 4 quarters.
  • Israel Englander's Reaves Utility Income Fund position peaked at $962K in Q3 2017.
  • 97 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2018.

Based on Millennium Management's 13F filing for Q2 2018, filed 14 Aug 2018.