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Mascoma Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Mascoma Wealth 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
2022
Q4 		– Sell
-80
Closed -$2K – 656
2022
Q3 		$2K Buy
+80
New +$2.53K ﹤0.01% 567

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TF
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Mascoma Wealth Management's UTG Position: Q4 2022 in Review

Mascoma Wealth Management sold out of Reaves Utility Income Fund (UTG) in Q4 2022, closing a stake of 80 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in UTG in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 154 funds tracked by Wall St. Rank hold UTG as of Q4 2022.

  • Mascoma Wealth Management reported no remaining Reaves Utility Income Fund position as of Q4 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 80 Reaves Utility Income Fund shares in Q4 2022, an estimated $2K.
  • Mascoma Wealth Management first reported a position in Reaves Utility Income Fund in Q3 2022 and held it in 1 quarter.
  • Mascoma Wealth Management's Reaves Utility Income Fund position peaked at $2K in Q3 2022.
  • 154 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2022.

Based on Mascoma Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.