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Macroview Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

Macroview Investment 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
2024
Q4 		– Sell
-706
Closed -$23.2K – 518
2024
Q3 		$23.2K Hold
706
– – 0.02% 167
2024
Q2 		$19.3K Sell
706
-366
-34% -$9.97K 0.02% 180
2024
Q1 		$28.9K Buy
1,072
+118
+12% +$3.11K 0.03% 165
2023
Q4 		$25.5K Buy
954
+187
+24% +$4.78K 0.03% 170
2023
Q3 		$18.9K Buy
767
+338
+79% +$9.08K 0.03% 172
2023
Q2 		$11.8K Buy
429
+76
+22% +$2.13K 0.02% 222
2023
Q1 		$10K Buy
353
+185
+110% +$5.31K 0.02% 264
2022
Q4 		$4.75K Buy
+168
New +$4.73K 0.01% 325

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return