KLI
GUT

Kelman-Lazarov Inc’s Gabelli Utility Trust GUT Stock Holding History

Kelman-Lazarov Inc’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-3,554
Closed -$23.3K – 331
2016
Q3 		$23.3K Buy
3,554
+26
+0.7% +$171 0.01% 239
2016
Q2 		$23.8K Buy
3,528
+81
+2% +$504 0.01% 225
2016
Q1 		$21K Buy
+3,447
New +$19.9K 0.01% 244

Other funds holding GUT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return

Kelman-Lazarov Inc's GUT Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Gabelli Utility Trust (GUT) in Q4 2016, closing a stake of 3,554 shares — an estimated $23.3K sold.

Kelman-Lazarov Inc first reported a position in GUT in Q1 2016 and held it in 3 quarters. The position peaked at $23.8K in Q2 2016. 37 funds tracked by Wall St. Rank hold GUT as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Gabelli Utility Trust position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 3,554 Gabelli Utility Trust shares in Q4 2016, an estimated $23.3K.
  • Kelman-Lazarov Inc first reported a position in Gabelli Utility Trust in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Gabelli Utility Trust position peaked at $23.8K in Q2 2016.
  • 37 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.