LPL Financial’s Reaves Utility Income Fund UTG.RT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-15,832
Closed -$6K 3138
2017
Q3
$6K Buy
+15,832
New +$3.21K ﹤0.01% 2859

LPL Financial's UTG.RT Position: Q4 2017 in Review

LPL Financial sold out of Reaves Utility Income Fund (UTG.RT) in Q4 2017, closing a stake of 15,832 shares — an estimated $6K sold.

LPL Financial first reported a position in UTG.RT in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 0 funds tracked by Wall St. Rank hold UTG.RT as of Q4 2017.

  • LPL Financial reported no remaining Reaves Utility Income Fund position as of Q4 2017 after selling out during the quarter.
  • LPL Financial sold 15,832 Reaves Utility Income Fund shares in Q4 2017, an estimated $6K.
  • LPL Financial first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 1 quarter.
  • LPL Financial's Reaves Utility Income Fund position peaked at $6K in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2017.

Based on LPL Financial's 13F filing for Q4 2017, filed 14 Feb 2018.