MPWT
GUT

MassMutual Private Wealth & Trust’s Gabelli Utility Trust GUT Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-97
Closed -$504 – 2324
2024
Q3 		$504 Buy
+97
New +$560 ﹤0.01% 1974
2020
Q2 		– Sell
-1,024
Closed -$6K – 767
2020
Q1 		$6K Buy
+1,024
New +$7.37K ﹤0.01% 562

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return

MassMutual Private Wealth & Trust's GUT Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Gabelli Utility Trust (GUT) in Q4 2024, closing a stake of 97 shares — an estimated $504 sold.

MassMutual Private Wealth & Trust first reported a position in GUT in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 84 funds tracked by Wall St. Rank hold GUT as of Q4 2024.

  • MassMutual Private Wealth & Trust reported no remaining Gabelli Utility Trust position as of Q4 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 97 Gabelli Utility Trust shares in Q4 2024, an estimated $504.
  • MassMutual Private Wealth & Trust first reported a position in Gabelli Utility Trust in Q1 2020 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Gabelli Utility Trust position peaked at $6K in Q1 2020.
  • 84 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.