KJWM
GLU

Kiley Juergens Wealth Management’s Gabelli Utility & Income Trust GLU Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q4 		– Sell
-50
Closed – – 269
2018
Q3 		$0 Buy
+50
New +$957 ﹤0.01% 690

Other funds holding GLU

CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCM
Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kiley Juergens Wealth Management's GLU Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Gabelli Utility & Income Trust (GLU) in Q4 2018, closing a stake of 50 shares.

Kiley Juergens Wealth Management first reported a position in GLU in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 21 funds tracked by Wall St. Rank hold GLU as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Gabelli Utility & Income Trust position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 50 Gabelli Utility & Income Trust shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Gabelli Utility & Income Trust in Q3 2018 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Gabelli Utility & Income Trust position peaked at $0 in Q3 2018.
  • 21 funds tracked by Wall St. Rank held Gabelli Utility & Income Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.