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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Macroview Investment Management's UTG Position: Q4 2024 in Review

Macroview Investment Management sold out of Reaves Utility Income Fund (UTG) in Q4 2024, closing a stake of 706 shares — an estimated $23.2K sold.

Macroview Investment Management first reported a position in UTG in Q4 2022 and held it in 8 quarters. The position peaked at $28.9K in Q1 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • Macroview Investment Management reported no remaining Reaves Utility Income Fund position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 706 Reaves Utility Income Fund shares in Q4 2024, an estimated $23.2K.
  • Macroview Investment Management first reported a position in Reaves Utility Income Fund in Q4 2022 and held it in 8 quarters.
  • Macroview Investment Management's Reaves Utility Income Fund position peaked at $28.9K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.