KPW
GUT

Kore Private Wealth’s Gabelli Utility Trust GUT Stock Holding History

Kore Private Wealth’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
2019
Q2 		– Sell
-756
Closed -$5K – 461
2019
Q1 		$5K Hold
756
– – ﹤0.01% 763
2018
Q4 		$4K Buy
+756
New +$4.47K ﹤0.01% 726

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kore Private Wealth's GUT Position: Q2 2019 in Review

Kore Private Wealth sold out of Gabelli Utility Trust (GUT) in Q2 2019, closing a stake of 756 shares — an estimated $5K sold.

Kore Private Wealth first reported a position in GUT in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 47 funds tracked by Wall St. Rank hold GUT as of Q2 2019.

  • Kore Private Wealth reported no remaining Gabelli Utility Trust position as of Q2 2019 after selling out during the quarter.
  • Kore Private Wealth sold 756 Gabelli Utility Trust shares in Q2 2019, an estimated $5K.
  • Kore Private Wealth first reported a position in Gabelli Utility Trust in Q4 2018 and held it in 2 quarters.
  • Kore Private Wealth's Gabelli Utility Trust position peaked at $5K in Q1 2019.
  • 47 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.