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

Kovitz Investment Group 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
2019
Q2 		– Sell
-7,122
Closed -$240K – 366
2019
Q1 		$240K Buy
+7,122
New +$225K 0.01% 344

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WHRC
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Kovitz Investment Group Partners's UTG Position: Q2 2019 in Review

Kovitz Investment Group Partners sold out of Reaves Utility Income Fund (UTG) in Q2 2019, closing a stake of 7,122 shares — an estimated $240K sold.

Kovitz Investment Group Partners first reported a position in UTG in Q1 2019 and held it in 1 quarter. The position peaked at $240K in Q1 2019. 110 funds tracked by Wall St. Rank hold UTG as of Q2 2019.

  • Kovitz Investment Group Partners reported no remaining Reaves Utility Income Fund position as of Q2 2019 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 7,122 Reaves Utility Income Fund shares in Q2 2019, an estimated $240K.
  • Kovitz Investment Group Partners first reported a position in Reaves Utility Income Fund in Q1 2019 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Reaves Utility Income Fund position peaked at $240K in Q1 2019.
  • 110 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2019.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2019, filed 14 Aug 2019.