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Lindbrook Capital’s Reaves Utility Income Fund UTG Stock Holding History

Lindbrook Capital’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
2024
Q4 		– Sell
-2,500
Closed -$82K – 2912
2024
Q3 		$82K Buy
+2,500
New +$73.6K 0.01% 625

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Commonwealth Equity Services
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Osaic Holdings
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CAPTRUST Financial Advisors
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JWCA
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Lindbrook Capital's UTG Position: Q4 2024 in Review

Lindbrook Capital sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 2,500 shares — an estimated $82K sold.

Lindbrook Capital first reported a position in UTG in Q3 2024 and held it in 1 quarter. The position peaked at $82K in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • Lindbrook Capital reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 2,500 Reaves Utility Income Fund shares in Q4 2024, an estimated $82K.
  • Lindbrook Capital first reported a position in Reaves Utility Income Fund in Q3 2024 and held it in 1 quarter.
  • Lindbrook Capital's Reaves Utility Income Fund position peaked at $82K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.