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Maryland Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Maryland Capital 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
Q1 		– Sell
-6,767
Closed -$222K – 251
2020
Q4 		$222K Hold
6,767
– – 0.02% 214
2020
Q3 		$212K Hold
6,767
– – 0.02% 198
2020
Q2 		$204K Sell
6,767
-2,834
-30% -$87.4K 0.02% 191
2020
Q1 		$276K Buy
+9,601
New +$334K 0.03% 170

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Maryland Capital Management's UTG Position: Q1 2021 in Review

Maryland Capital Management sold out of Reaves Utility Income Fund (UTG) in Q1 2021, closing a stake of 6,767 shares — an estimated $222K sold.

Maryland Capital Management first reported a position in UTG in Q1 2020 and held it in 4 quarters. The position peaked at $276K in Q1 2020. 128 funds tracked by Wall St. Rank hold UTG as of Q1 2021.

  • Maryland Capital Management reported no remaining Reaves Utility Income Fund position as of Q1 2021 after selling out during the quarter.
  • Maryland Capital Management sold 6,767 Reaves Utility Income Fund shares in Q1 2021, an estimated $222K.
  • Maryland Capital Management first reported a position in Reaves Utility Income Fund in Q1 2020 and held it in 4 quarters.
  • Maryland Capital Management's Reaves Utility Income Fund position peaked at $276K in Q1 2020.
  • 128 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2021.

Based on Maryland Capital Management's 13F filing for Q1 2021, filed 11 May 2021.