Liberty Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-1,750	Closed	-$57K	–	1052
2021 Q3	$57K	Hold	1,750	–	–	0.02%	395
2021 Q2	$60K	Hold	1,750	–	–	0.02%	287
2021 Q1	$57K	Hold	1,750	–	–	0.03%	260
2020 Q4	$57K	Hold	1,750	–	–	0.03%	258
2020 Q3	$55K	Hold	1,750	–	–	0.03%	216
2020 Q2	$53K	Hold	1,750	–	–	0.04%	216
2020 Q1	$50K	Hold	1,750	–	–	0.04%	214
2019 Q4	$65K	Hold	1,750	–	–	0.05%	215
2019 Q3	$64K	Hold	1,750	–	–	0.06%	196
2019 Q2	$63K	Hold	1,750	–	–	0.06%	217
2019 Q1	$58K	Hold	1,750	–	–	0.04%	185
2018 Q4	$51K	Buy	+1,750	New	+$53.4K	0.04%	184

Other funds holding UTG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.41B AUM 9.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return