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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.59B AUM 17.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

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

Liberty Wealth Management's UTG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2021, closing a stake of 1,750 shares — an estimated $57K sold.

Liberty Wealth Management first reported a position in UTG in Q4 2018 and held it in 12 quarters. The position peaked at $65K in Q4 2019. 160 funds tracked by Wall St. Rank hold UTG as of Q4 2021.

Liberty Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,750 Reaves Utility Income Fund shares in Q4 2021, an estimated $57K.
Liberty Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Reaves Utility Income Fund position peaked at $65K in Q4 2019.
160 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.