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Jaffetilchin Investment Partners’s Reaves Utility Income Fund UTG Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-3
Closed -$98 – 1261
2024
Q3 		$98 Buy
+3
New +$88 ﹤0.01% 1331

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Jaffetilchin Investment Partners's UTG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 3 shares — an estimated $98 sold.

Jaffetilchin Investment Partners first reported a position in UTG in Q3 2024 and held it in 1 quarter. The position peaked at $98 in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 3 Reaves Utility Income Fund shares in Q4 2024, an estimated $98.
  • Jaffetilchin Investment Partners first reported a position in Reaves Utility Income Fund in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Reaves Utility Income Fund position peaked at $98 in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.